Bob has more than 36 years of investment industry experience. Throughout his career, he has focused on providing outstanding personal service, thoughtful guidance, and customized financial strategies for families, foundations, endowments, and public institutions. As a portfolio manager in Stifel’s Solutions Program, Bob manages assets on a discretionary basis using a highly personalized and research-driven investment approach. This enables him to quickly react to market conditions when implementing his clients’ investment strategies, each tailored to their own specific needs and objectives.
Bob earned a B.S. in Business – Economics from McDaniel College in 1983. Soon after, he made Dallas his home with his wife, Gina, and they have three children: Stephen, Robert, and Elizabeth.
Active in the community, Bob helps at-risk kids pursue their life and education goals as a member of the Salesmanship Club of Dallas and the Byron Nelson Golf Championship. Outside the office, he enjoys snow skiing, spending time at the lake, playing golf, and taking care of his two Golden Retrievers.
Russell May, CPA
With more than 35 years of financial industry experience, Russell focuses on helping clients develop goal-based plans with strategic investments that can be adjusted based on market conditions and opportunities. As a portfolio manager in Stifel’s Solutions Program, Russell manages assets on a discretionary basis using a highly personalized and research-driven investment approach. This enables him to quickly react to market conditions when implementing his clients’ investment strategies. The result is customized investment management, with strategies tailored to his clients’ specific needs and objectives.
Before partnering with Bob in 1998, Russell previously worked as a Certified Public Accountant for private and publicly traded companies. He earned the CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning and has been named to Forbes’ “Best-in-State Wealth Advisors” list in 2018, 2019, and 2021.*
Russell graduated in 1985 from Southern Methodist University with a B.B.A in Accounting. He and his wife, Elizabeth, live in Dallas and have two grown children, Sarah and John. Outside the office, he is involved with Boy Scouts, his church, the Salesmanship Club of Dallas, and is an avid golfer.
*Forbes “Best-In-State Wealth Advisors,” February 21, 2019, February 15, 2018, and February 11, 2021, rankings are based on the opinions of SHOOK Research, LLC and were selected from a pool of 32,725 nominations in 2021, over 30,000 nominations in 2019, and 25,000 nominations in 2018. Advisors on the Best-In-State Wealth Advisors list are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors. Qualifying advisors met the following basic requirements: a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys; service models, investing process, client retention, experience levels, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Forbes is a registered trademark of Forbes, Inc. All rights reserved.
Stephen joined the team in 2015 after a successful start to his career as a financial advisor in New Orleans. Today, he works with clients in building and maintaining their customized wealth management plans, as well as applying investment strategies that best align with their individual goals. Prior to joining the group, he spent three years in a managerial role of a publicly traded company, where he spent time in both Europe and Asia conducting business.
Stephen earned the CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning and graduated from Texas A&M University. He lives in Dallas with his wife, Virginia, and their two pugs, Fitz and Sam. In his free time, he enjoys cycling, golfing, snow skiing, and traveling the world.
M. Blake Hanna
Financial Advisor Associate
Blake has devoted the last 27 years to serving the needs of high-net-worth investors and their families. He works with financial advisors to develop and implement in depth investment strategies tailored to their clients' specific goals. Since joining the team in 2013, Blake has focused on investment plan design and implementation. He earned the Chartered Retirement Planning CounselorSM designation awarded by the College for Financial Planning.
Blake attended the University of Texas at Austin. Outside the office, he is an avid golfer, a well-versed cook, and proud grill master. He lives in North Dallas with his wife, Heidi, and their two daughters, Reilly and Campbell Claire.
Financial Advisor Associate
Lindsay joined the team in 2020 after moving to Dallas and a successful career working in operations administration in the non-profit sector (COO). She focuses on providing a family-focused atmosphere that begins with assisting the team in getting to know a client and their family, financial situation, and what matters most to them. She then helps create a customized wealth management approach that can be flexible as their needs and market conditions change. She provides access to the investment insights of Stifel to help address the various aspects of clients’ financial lives. She is driven by her passion for delivering outstanding service and helping clients pursue their goals.
Lindsay graduated from the University of Mississippi and later went on to earn a Master’s degree from Southeast Missouri State University.
Outside the office, she is passionate about volunteering with organizations in her community, such as the Bradfield Elementary (HPISD) PTA and the Genesis Women’s Shelter, a non-profit serving victims of domestic violence. She also enjoys spending time with her daughter, Mollie Jane, traveling, trying new restaurants, and playing tennis.
Debra Phillips Gomez
Client Service Associate
Debra started her career in the financial services industry in 1980 and joined the group in 1992. With a focus on operational efficiency and providing a concierge level of client service, Debra works closely with team members and clients in implementing investment strategies while coordinating the information needed to analyze and evaluate client needs. Among her many responsibilities, she coordinates account reviews, client reporting, and a variety of specialized projects for clients.
Debra and her husband, Larry, have lived in the Kaufman County area for more than 30 years. Outside of the office, Deb enjoys spending time with her eight grandkids.
Stevi Calhoun Barker
Client Service Associate
Stevi began her financial services career in 2010 and joined the group in Dallas in 2018. She has extensive experience in assisting clients with all aspects of their account-related needs. She takes tremendous pride in providing a high-level of concierge service for each and every client.
Stevi lives in Dallas with her husband, Brian, and their dogs, Paisley and Poppy. Outside the office, she enjoys traveling to their family cabin in Wisconsin as well as spending time in Napa.