Drew began his investment industry career in 2005 and joined Stifel in 2024. Drew focuses on providing personalized service to affluent families and businesses and manages the team’s long-term strategic projects. He brings a host of specialized skills to serve clients’ unique and varied needs.
Drew earned a B.S. in Business Economics from Western Kentucky University and holds Series 7 and 66 securities licenses. He 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. He also holds the Certified Retirement Plans Specialist™ designation from the College for Financial Planning, which identifies those individuals who have successfully completed coursework covering defined benefit, defined contribution, and non-qualified benefit plans for corporate and small business clients, as well as plan design, installation, administration, and fiduciary issues.
Outside the office, Drew loves being at home with his wife, Kelsey, and their two children, Callie and Jacob. He is an active member in his church and community, and in his free time enjoys mountain biking, hunting, camping, and traveling with his family. Drew loves endurance sports, with his biggest accomplishments being a three-time finisher of Ironman Louisville and completing the Leadville, Colorado, 100-Mile Mountain Bike Race.
Josh began his investment industry career in 2010 and joined Stifel in 2024. Josh focuses on wealth management, asset allocation, and risk analysis. He serves his clients as a primary relationship manager, focusing on comprehensive wealth and investment planning. As a portfolio manager in Stifel’s Solutions Program, he provides globally allocated portfolios across various risk tolerances for clients who choose discretionary advisory services.
Josh earned a B.S. in Interdisciplinary Studies from Western Kentucky University and holds Series 7, 9 & 10, and 66 securities licenses. He holds 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. He also holds the Certified Investment Management Analyst® designation, which identifies those individuals who have successfully completed coursework surrounding complex portfolio construction, investment analysis, and comprehensive wealth management in accordance to clients’ philanthropic mission, investment philosophy, and financial goals.
Josh and his wife, Lindsey, have two children, Harper and Eli, along with an English Labrador Retriever, Bo. He enjoys all things hunting and fishing, along with any reason to spend time in the great outdoors.
Asset allocation does not ensure a profit or protect against loss.
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.
Andrew began his investment industry career in 2016 and joined Stifel in 2024. Andrew’s drive is addressing complex problems and providing the team’s clients with creative strategies. He works with clients transitioning to retirement and focuses on advanced planning strategies for high-net-worth clients. He also works with small businesses across the nation to help tailor and implement qualified retirement plans.
Andrew earned a B.S. in Finance from Western Kentucky University and holds Series 7 and 66 securities licenses. He 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. He also holds the Qualified Plan Financial Consultant® and Certified Private Wealth Advisor® designations. The CPWA® certification is designed for experienced financial advisors who seek the advanced knowledge and breadth of specialized skills necessary to address the sophisticated needs of high-net-worth clients. To earn the certification, candidates must meet a five-year experience requirement, successfully complete coursework in advanced wealth management strategies, and pass the Investments & Wealth Institute’s comprehensive examination covering 11 core topics, including applied behavioral finance, charitable giving, estate planning, and wealth transfer.
Outside of the office, Andrew enjoys spending time with wife, Maddie, and daughter, Ada. Andrew is an active member at Living Hope Baptist church, where he serves as a deacon.
Brooke began her financial services career in 2012 and joined Stifel in 2024. Brooke primarily serves as the team’s point person for new client onboarding. She also identifies and implements business development strategies.
Born and raised in Bowling Green, Brooke earned a B.A. from Western Kentucky University and holds Series 6 and 63 securities licenses.
Outside the office, Brooke is deeply engaged in our local community and has held numerous leadership roles with several nonprofits. Recognized for her dedication to making a positive impact, Brooke was named the 2023 ATHENA Young Professional Leadership award recipient. She and her husband, Jacob, enjoy spending time together with family and friends.
Savannah joined Stifel in 2024. She brings more than 15 years of experience in community banking and has a reputation for strong client relationships. She serves as first point of contact and fulfills retirement plan administrative duties.
Savannah earned a Bachelor of Science from Western Kentucky University and has attended Kentucky Bankers Association General Banking School.
Outside the office, Savannah enjoys going to her son’s travel baseball games, camping, and traveling. She was born and raised in Leitchfield, but she and her husband, Chad, now live in Alvaton and have two sons, Ethan and Mason.
