Rita began her investment industry career in 1993 and joined Stifel in 2020. Prior to joining Stifel, she worked for an independent firm, where she developed her fundamental investment knowledge before joining A.G. Edwards and its successor firms.
Rita helps clients manage their assets on their journey toward financial independence and their financial goals. This can mean different things to different people, which is why she takes the time to learn more about you and your family to ensure your plan aligns with your wants and needs. Through a long-term investment approach, she helps her clients develop and apply highly personalized strategies designed to build wealth and mitigate risk throughout the accumulation and distribution phases of their lives. Her mission is to provide objective, time-tested financial guidance with a high level of professional service. She helps her clients address what she believes are the two most fundamental questions:
How are you progressing toward your financial goals?
What are your financial “blind spots?”
By answering these questions, Rita works with her clients to define their goals and look critically at their plan.
Rita earned a B.A. in Management from Webster University and attained the CERTIFIED FINANCIAL PLANNER™ certification in 2007. Outside the office, she enjoys spending time with her friends and growing family. She enjoys cooking and trying new foods, which also means she needs to keep up with her running, which she tries to do several times a week!
Kyle began his investment industry career in 2015 and focuses on helping clients create long-term, personalized investment plans in addition to overseeing portfolio design. He attained the CERTIFIED FINANCIAL PLANNER™ certification and serves high-net-worth families and businesses. He also earned an MBA from the University of Missouri-Columbia.
Outside the office, Kyle volunteers with the Missouri Stream Team Watershed Coalition cleaning local streams and rivers. He also enjoys outdoor activities, including hiking, biking, and walking his dogs, Tellie and Emmitt. He is an avid Mizzou sports fan and enjoys attending St. Louis Cardinals and Blues games. When vacationing, Kyle spends time fly-fishing or skiing in Colorado. During weekends, he enjoys cooking for family and friends.
Kyle was born in De Soto, Missouri, and he and his wife, Katie, and daughter, Kenlie, recently built a new home.
Chris is dedicated to integrity and a client-first philosophy in delivering an outstanding client experience. She earned a B.A. in Organizational Studies from St. Louis University and has more than 25 years of financial services experience.
Outside of the office, Chris enjoys the outdoors and visiting family. She is from Crystal City, Missouri and currently resides in Festus, Missouri with her husband, Gary, and their rescued coonhound.