Rodney joined Stifel after 23 years in the banking industry, having served eight of those years as bank president. He holds Series 7, 9 & 10, and 66 securities licenses, as well as life, health, and variable insurance (including annuities). He has also earned the Accredited Investment Fiduciary® designation.
Rodney earned a bachelor’s degree in Business Administration from the University of Missouri - Kansas City. Active in the community, he volunteers his time with the Two Rivers Community Foundation.
Mike began his investment industry career in 1980 in Denver. In 1988, he transitioned his practice to Glenwood Springs. He holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Outside the office, Mike enjoys being active with various community and civic organizations. He currently serves as Chairman of Community on the Move. He believes that giving back to his community is the most rewarding work a citizen can do.
Mike and his wife, Lee Ann, have four children and four grandchildren.
Cam has been helping clients with their investment needs for more than 30 years. He holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Cam also 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.
Cam earned a B.A. in Economics and Psychology from the University of Colorado Boulder and attended graduate school at American University in Washington, D.C. Active in his community, he is currently the Scoutmaster for Troop 225 in Glenwood Springs.
Breanna began her investment industry career with Stifel in 2015. She holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance (including annuities). Breanna also 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. Additionally, she attained the Chartered Retirement Planning Counselor® designation.
Breanna earned an M.S. in Personal Financial Planning from the College for Financial Planning. Born and raised in the Roaring Fork Valley, she is an alumna of the American Quarter Horse Association and 4-H. She currently is a member and board member of Garfield County Library Foundation and Glenwood Springs Chamber Associate, Kiwanis Club, Community on the Move, and has volunteered at Literacy Outreach, Special Olympics, and Windwalkers. She is also a published author of the young adult novel, Destitution.
Austin began his investment industry career in 2016 and joined Stifel in 2019. Prior to Stifel, he served as a financial advisor with Edward Jones. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Austin earned a bachelor’s degree in Finance and an MBA from the University of Central Missouri.
Tracey has lived in the Roaring Fork Valley since 1998 and has been with Stifel since 2006. Prior to Stifel, she worked in the financial department for the Roaring Fork School District in Glenwood Springs and volunteered in all levels of the local schools.
Tracey leads the customer service team and supervises all office operations, taking care of operational and administrative questions as well as accepting and entering unsolicited trades. She holds Series 7 and 63 securities licenses.
Tracey loves living and working in the beautiful Roaring Fork Valley and the wonderful community of Glenwood Springs.
