Paul has more than 45 years of experience in the investment industry, serving more than 30 of those years as Branch Manager of Stifel’s Grand Rapids branch.  He and his team oversee more than $300 million in client assets.  He holds Series 7, 8, 24, 63, and 65 securities licenses.

Outside the office, Paul is a trustee of the Father Cusack Foundation and serves on the Potter’s House Foundation executive committee. 

Steve joined Stifel in 2007 and holds Series 7 and 66 securities licenses, as well as life, health and variable insurance license (including annuities).  He earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.

Outside the office, Steve serves on the Kent County Salvation Army Advisory Board and Partners Worldwide Investment Advisory Board. 

Originally from Northern Illinois, Steve graduated from Calvin College, where he fell in love with Western Michigan and his wife, Jessica.  They have twin boys, Wesley and Ford, and together they enjoy spending time exploring everything Western Michigan has to offer. 

Lynn has more than 30 years of financial services experience, joining Stifel’s Paso Robles, California, branch in 2012. She joined our team in 2022 upon moving to Grand Rapids to be nearer to family. She holds Series 7, 9 & 10, and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).

Maria joined Stifel in 2018 as an intern.  She returned to the team full-time after earning a B.S. in Accounting from Calvin University.  She holds Series 7 and 66 securities licenses.