Joe began his investment industry career in 2015 and joined Stifel in 2022.  Leveraging his extensive experience, Joe develops customized wealth management plans that align with clients’ unique circumstances.  He guides his clients through the wealth management process every step of the way as they pursue their financial goals and as life changes occur. 

Joe earned a Bachelor of Business Administration from Mississippi State University and an MBA from the University of Louisiana at Lafayette.  He also attained the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc. after completing the coursework at Rice University.  The CFP® certification 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.   In addition, he holds Chartered Retirement Planning Counselor™ and Accredited Asset Management Specialist™ designations and Series 7 and 66 securities licenses.

Ted began his investment industry career in 2010 and joined Stifel Independent Advisors in 2022.  Prior to joining Stifel Independent Advisors, he worked at Edward Jones, Morgan Stanley, and Wal-Mart Stores, Inc.  Ted believes it is crucial to understand what is most important to each of his clients so he can gain a better understanding of their unique financial situation.  He will then work closely with his clients to plan and create a strategy that is customized to their lifestyle, goals, and needs.

Ted earned a Bachelor of Science in Agriculture from Murray State University and holds Series 7 and 66 securities licenses.  He earned the Chartered Retirement Planning Counselor™ and Accredited Asset Management Specialist™ designations. 

Meredith began her financial services career in 2021 and joined Stifel in 2022.  Prior to joining Stifel Independent Advisors, she worked at Morgan Stanley and owned Sugar and Stitch, a Texas Cottage Bakery.  With an eagerness to serve, Meredith assists clients with their account-related needs and oversees the team’s overall operational needs. 

Meredith earned a B.S. in Psychology from Baylor University and holds Series 7 and 66 securities licenses.  Outside the office, she is heavily involved in the community, serving as treasurer of the Memorial Northwest Homeowners Association and an active member of her neighborhood’s social committee.  She also serves as a grade level advisor for the class of 2028 for National Charity League (NCL), a mother/daughter charity that serves the community through various philanthropy partners.