Since 1998, Toby has devoted himself to clients and their families, focusing on personalized investment and retirement strategies, wealth transfer and legacy planning, private money management, and estate planning strategies.

Toby earned a Bachelor of Business Administration from Texas Wesleyan University.  A lifelong resident of the Dallas-Fort Worth area, he and his wife, Jennifer, live in Arlington with their three children.  In his free time, Toby enjoys hunting and spending time with his family.

After completing a Bachelor of Business Administration in Finance from the University of Texas, Robert’s first job was as a Commercial Credit Analyst for a commercial bank. Although he was doing well, he believed there was something else in the finance industry where he could help people pursue their goals. His roommate’s father managed the investment division at a bank in Dallas, and Robert contacted him. After a two-hour interview, he offered Robert a job, and Robert began his career in the investment industry.

Robert has the knowledge and commitment necessary to help his clients manage their investment portfolios, providing objective guidance on critical financial matters. He is committed to complete transparency with his clients, fully disclosing all applicable information regarding a particular strategy and the team’s reasoning behind it. More importantly, he helps clients realize the importance of adhering to their investment plans and remaining steady in the face of the market’s ups and downs.

When working with Robert, you can expect absolute honesty. Your needs come first. His efforts to serve are from the heart and in a way that is suited for you and your family. He is proud to have been in the financial services industry for nearly 40 years and still has clients from the beginning of his career.

Outside the office, Robert enjoys outdoor activities such as hunting, fly fishing, and golfing. He and his wife, Janet, have been married for 35 years and are blessed to say they are happier and more in love than the day they were married. They are blessed to have a daughter, Lindsay, and son-in-law, Chas, living nearby, along with their treasured grandson, Carter.

Wealth planning and wealth management have been Toni’s passions since she started in the industry 15 years ago.  She began her career as a life insurance agent at NYLife Securities after attending Arizona State University.  Since that time, she has preferred to take a more holistic approach to wealth management, incorporating sophisticated estate planning and tax-efficient investment strategies into her clients’ investment plans.

Taking an “outside the box” approach, Toni does not believe that a one-size-fits-all perspective is the best solution for most clients’ personal finances or businesses.  She has an extensive background in insurance strategies, defined benefit and retirement plans, and professionally helping her clients manage their investment portfolios.

Toni resides in Decatur, Texas, and raises bucking bulls for competition in her free time.

Courtney has been poised to enter the investment industry since she earned a Master of Science in Agricultural Economics in 2018.  Since that time, she has provided wealth management, estate planning, and tax-efficient investment strategies to help clients pursue their short- and long-term financial goals.

Growing up as a fourth-generation rancher on a large cow-calf operation in Southwest New Mexico, Courtney understands the importance of building and maintaining a legacy for her clients and future generations.  She is determined to provide the best possible investment strategy for her clients to help ensure they are positioned to pursue the life and retirement they’ve always envisioned. 

In her free time, Courtney enjoys showing and riding cutting horses, traveling, and photography.

Ann takes tremendous pride delivering outstanding personalized client service.  Her extensive financial services experience contributes to her ability to cater to each individual client relationship.  In addition to handling operational, client service, and administrative needs, she effectively acts as a liaison between clients, team members, and Stifel’s professionals.

Prior to joining Stifel in 2019, Ann began her financial services career in 1994 with Merrill Lynch’s Fort Worth office.  She earned a B.B.A. in Accounting from Texas Wesleyan University, where she was also a member of the women’s basketball team.  She also holds Series 7 and 63 securities licenses.  She and her husband, Rick, are long-time residents of Fort Worth and have two daughters.  In her free time, Ann enjoys traveling, watching sporting events, and spending time with her family and friends.

Jaimie has a diverse background in financial services, beginning in 2006.  Starting from the ground up, she is well versed in supporting financial advisors’ operational needs and coordinating matters to be addressed in client accounts, all with a commitment to delivering top-tier service.  Her attributes and concierge service help clients feel truly taken care of while also providing an overall team attitude for her work family. 

Away from the office, you can find Jaimie on her yoga mat, being active outdoors (especially if it’s a beautiful day), and enjoying time with her teenage daughter, family, and friends.  A big foodie, she also enjoys experimenting in the kitchen while sipping on a good glass of wine.

Drawing upon more than 15 years of financial services experience, Angie is responsible for ensuring that all daily operational and administrative transactions run smoothly.  While she plays many roles on the team, her true focus is building a strong rapport with clients and ensuring the accurate maintenance on their accounts by proactively leveraging her knowledge and resources.  She is dedicated to delivering outstanding service, as it is a key element in the team’s complete client satisfaction model.

Angie and her husband have resided in the Dallas/Fort Worth area for more than 30 years.  Outside of the office, she enjoys reading and spending quality time with her children and grandson.