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.

The Solutions program requires a minimum investment, which varies by strategy.  Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program.  Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio.  You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.

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^TM certification from the Certified Financial Planner Board of Standards Inc. and has been named to Forbes’ Best-in-State Wealth Advisors list in 2018 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 15, 2018, and February 11, 2021, based on the 12-month period ending June 30 of the year prior to publication, are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology.  Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking.  The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance.  Investment performance is not a criterion for selection.  Forbes is a registered trademark of Forbes, Inc.  All rights reserved.  For more information on the selection methodology, see www.stifel.info/award-disclosures.

The Solutions program requires a minimum investment, which varies by strategy.  Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program.  Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio.  You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.

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^TM certification from the Certified Financial Planner Board of Standards Inc. 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, Stephen enjoys volunteering as a mentor for Big Brothers Big Sisters.  He also enjoys cycling, playing golf, rowing, and traveling the world.

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 Counselor^SM 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.

Robin has nearly 25 years of financial services experience.  Prior to joining Stifel, she worked at Rockefeller Capital Management and Morgan Stanley and holds Series 7, 63, 65, and 66 securities licenses.  Robin is driven by her passion for delivering outstanding service and developing close client relationships. 

Robin is a Dallas native and earned a B.A. in Political Economy from Hillsdale College in Michigan. Outside the office, Robin enjoys outdoor activities, working out, traveling, and going to concerts.  Robin has an adult daughter, Sophie, in Dallas and loves spending time with her French bulldog, Pepper.

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 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 daughter, Callaway. Outside the office, she enjoys traveling to her family cabins in Wisconsin, as well as spending time in Napa Valley.