Gary provides leadership and perspective to the team’s strategic and tactical decisions based on the principles developed over a career that spans more than 45 years in the investment industry.
Gary specializes in helping clients determine their income needs, developing customized wealth management plans, and implementing those plans by employing a broad array of traditional and non-traditional income vehicles. He focuses on retirement income planning strategies and is critical to the team’s portfolio management activities for clients who choose discretionary advisory services through the Stifel Solutions Program. Instrumental to the team, Gary is active in virtually every area of the practice, including client meetings to discuss potential investment strategies.
Gary participates in a number of charitable groups that focus on former Marines and law enforcement officers killed or injured in the line of duty. We are honored to have Gary as a member of our team. He is a retired Marine and the recipient of several awards, including a Purple Heart while serving his country in Vietnam. Gary is an active member of his church and is very proud of his family.
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.
Allen understands the importance of creating and implementing a compressive wealth plan that aligns with the individual goals, wants, and needs of those he serves. In his role, he uses the knowledge gained from a decades-long career in the investment industry to help clients prepare for retirement with realistic expectations tailored to their specific financial situation.
Prior to joining Stifel in 2024, Allen has expanded upon his experience with national and regional firms such as Raymond James, Wells Fargo Advisors, A.G. Edwards, and Edward Jones. He earned a B.S. in Business Administration from Covenant College in 1978.
Originally from Birmingham, Alabama, Allen lives in St. Louis with his wife, Katherine. Together, they have three children, Molly, Betsie, and Peter. In his free time, Allen enjoys serving as an elder at Central Presbyterian Church, golfing, and sharing in a good meal with family and friends.
With nearly 20 years of experience in the financial industry, Doug leads the team’s client experience and investment analysis efforts. He takes the time to understand each client’s unique situation, helping them set goals and create a plan to pursue those goals. His investment process includes an innovative and comprehensive analytical approach, going beyond traditional metrics to uncover investments that align with his clients’ goals. He is committed to putting his clients’ interests first.
Doug has earned the Accredited Investment Fiduciary® designation, which identifies individuals who met the experience requirements from the Center for Fiduciary Studies, a division of Fi360. The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
Doug has been married to his wife, Jenna, since 2007 and has three kids, Jacob, Will, and Adie. He spends much of his free time shuttling them to and from sports practices and games across St. Louis County (and beyond!) and, in some cases, even coaches the teams. But there are few things he would rather be doing. With the rest of his free time, he plays golf and volleyball, watches football and soccer, and loves to travel. He is also passionate about his faith and philanthropy and serves as executive director of the Shade Partnership Fund.
Surrounded by industry veterans during his summer internship with Morgan Stanley Smith Barney in 2011, Peter decided that one day he would follow in his father’s footsteps. He began his financial services career in 2023, earning his securities licenses and the Accredited Asset Management Specialist™ designation, which identifies those individuals who have received specialized training in wealth and cash management, risk mitigation strategies, tax-efficient investment strategies, and estate planning issues.
Peter is dedicated to helping clients in their endeavor to build wealth while mitigating risk for them, their company, and their family. By establishing deep and valued relationships with clients, he can gain a comprehensive understanding of their needs and goals. Peter works hard to provide highly customized guidance surrounding clients’ investments while assisting them in pursuing their goals through long-term strategies.
A native of St. Louis, Missouri, Peter graduated from Samford University with a B.S. in Business Administration. During his time at Samford, he was awarded the Brock School of Business “academic internship award” for his time at Morgan Stanley Smith Barney. He is a member of Central Presbyterian Church and a coach with The First Tee of St. Louis. When not working, Peter enjoys golfing, working on DIY projects, and spending time with his wife and two boys.
Jessica joined Stifel in 2021 following nearly a decade in the healthcare industry. She earned a B.S. from Missouri Baptist University and, over the years, has developed a passion for customer service.
Jessica joined the Keesling Financial Group, now part of Integritas Wealth Management Group, in 2023 after realizing a mutual commitment of integrity and providing outstanding service to their clients. Her primary focus is on overseeing day-to-day operations, financial advisor support, and client relationship management. She holds Series 7 and 66 securities licenses.
Jessica is driven by her faith and has a desire to serve clients with prompt service, respect, and reliability. She strives to provide every person with a positive experience and looks forward to continuing to develop meaningful relationships with their clients for years to come.
Outside of Stifel, Jessica loves reading, playing piano and guitar, singing, and spending time with her family. She lives in O’Fallon, Missouri, with her husband, Jesse, and their son, Ted.
