About Me

I joined Stifel in 2016, drawn by the firm’s commitment to crafting personalized strategies that align with clients’ financial and investment aspirations. Over the course of my 30-plus-year career in the investment industry, I have catered to individuals, businesses, institutions, and nonprofit organizations, shaping a philosophy grounded in fostering intimate, attentive relationships and providing tailored service.

My journey in the investment industry began in 1992, following a tenure as a commissioned officer in the U.S. Navy, serving aboard USS SPRUANCE (DD 963), where I deployed in direct support of Operation Desert Shield and Operation Desert Storm. My academic background includes a Bachelor of Science in Business Administration with a concentration in Finance and Banking from the University of Missouri – Columbia. Originally from Kansas, I have proudly called the Sarasota area home since 1994.

Beyond my professional life, I find joy in pursuits like cycling, tennis, fishing, and engaging in the fine art of barbecue.

About Me

Brendan joined Stifel in 2021 and plays a pivotal role as a Financial Advisor with the LeBaron Wealth Advisory Group. He contributes to the team’s mission by developing and maintaining customized wealth management plans and implementing investment strategies aligned with each client’s goals. Brendan takes a comprehensive approach by developing retirement planning, estate planning, and insurance planning strategies while collaborating with clients’ legal and tax advisors, as needed, to address clients’ entire financial picture. In addition, he specializes in helping business owners navigate advanced retirement and tax planning strategies, with a particular focus on cash balance plans.

Before relocating to Sarasota, Florida, in 2021, Brendan worked in the Washington, DC area at Navy Federal Credit Union – the world’s largest credit union – where he served as an Investment Portfolio Analyst and Money Market Trader within the capital markets division. Originally from East Islip, New York, Brendan earned a B.S.B.A. in Finance from the University of Rhode Island. He holds Series 7, 63, and 65 securities licenses, along with life, health, and variable insurance licenses.

Outside of work, Brendan enjoys ice hockey, surfing, and golf.

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

About Me

Shonna joined Stifel in 2022 and quickly became a valued member of the team. Her prior experience in a client-facing role at a prominent retail company during her college years equipped her with a proactive approach and strong problem-solving skills that she now applies to deliver exceptional support to both clients and colleagues.

Raised in Sarasota, Florida, Shonna earned a B.S. in Finance from the University of South Florida and holds Series 7, 63, and 65 securities licenses. She supports the team by managing a wide range of complex administrative and operational responsibilities, including client onboarding, communication, online account setup, banking, cash management service tasks, and more. Shonna is passionate about building lasting client relationships through clear communication and is committed to delivering prompt, attentive service.

Outside of work, Shonna enjoys relaxing at the beach and spending time with friends and family.