Grant began his investment industry career in 1999 and joined Stifel in 2024. Prior to joining Stifel, he worked at Merrill Lynch serving as Managing Director, Senior Financial Advisor, Portfolio Manager, and Retirement Benefits Consultant.
Grant earned a B.A. in Psychology and an MBA from Creighton University. He also holds the Certified Plan Fiduciary Advisor and Certified Private Wealth Advisor® designations and Series 7 and 66 securities licenses.
Grant lives in Urbandale, Iowa, with his wife, Kalan, and his children, Anna, Ellen, and Lucas.
Mark began his investment industry career in 2011 and joined Stifel in 2024. Prior to joining Stifel, he worked in commercial real estate investments and at Merrill Lynch as a First Vice President, Senior Resident Director, and Retirement Benefits Consultant.
Mark 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. He also holds the Certified Plan Fiduciary Advisor and Chartered Retirement Planning Counselor™ designations. Mark is a graduate of University of Nebraska at Omaha and is an active member of MENSA®.
Mark lives in Waukee, Iowa, with his wife, Jessica, and his children, Max and Emily.
Sara joined Stifel in 2024 with 20 years of financial services experience. Prior to joining Stifel, she worked at Merrill Lynch. Sara is responsible for performing all administrative and service needs for the team’s clients. Sara earned a B.S. in Business from Washburn University.
Lyndsi began her financial services career in 2005 and joined Stifel in 2024. She is responsible for performing all administrative tasks for the team and assisting clients with service needs. She graduated from Northwest Missouri State University. Lyndsi lives in Urbandale, Iowa, with her husband, Scott, and her two sons, Kade and Callen.
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