“My mission is to help my clients learn more about how the decisions they make today could impact their tomorrow.”
Vicki began her investment industry career in 1992 and joined Stifel in 2018. Prior to joining Stifel, she worked for Merrill Lynch and Wells Fargo Advisors, as well as its predecessor firm, A.G. Edwards, culminating more than 30 years of experience in the business.
Vicki works with individuals and businesses to help manage their financial situation, estate planning and legacy concerns, education and retirement planning, business transition and succession, short- and long-term goals, and big-ticket purchases. When preparing precise and tailored investment strategies, Vicki uses her knowledge and experience to assess her clients’ unique situation to develop investment strategies and offer services that reflect their specific needs and goals.
Vicki and her husband, Jerry, live in Modesto, where they are members of the Del Rio Country Club, St. Joseph’s Catholic Church, Soroptimist International of the Americas, Marine’s Memorial Club, Modesto Elks, Old Fisherman’s Club, Ducks Unlimited, and California Waterfowl.
“My mission is to help improve the lives of others by building long-term relationships based on trust, providing tailored investment guidance, and delivering high-caliber service.”
Jerod began his investment industry career in 2015 and joined Stifel in 2018. His vast service background combined with attaining the Chartered Retirement Planning Counselor™ designation helps provide him great insight on what it takes to assist his clients in pursuing their short- and long-term goals.
Taking a personalized approach, Jerod begins by listening and understanding what matters most to his clients and analyzing the information to develop strategies based on their goals and risk tolerances. He takes the time to explain these strategies and formulate a wealth management plan to help his clients’ work toward the goals they have set for themselves and their family.
Jerod was born and raised in Modesto. As a former member of Oakdale Golf & Country Club, he was the 2014 Club Champion, now as a member of Del Rio Country Club, he has spent time as a volunteer coach for The First Tee of Central Valley. He was selected to participate in Leadership Modesto class of 2017-2018, an education program developed by the Modesto Chamber of Commerce that recognizes potential community leaders. As a class, they raised over $75,000 to rebuild a playground structure in Graceada Park that had been destroyed by arson in 2015. They donated additional funds to a service dog designated for the Family Justice Center. He currently serves as President of Central Valley Professional Exchange, a local non-profit organization supporting the children of Bret Harte Elementary.
