Frisco, TX Office

Geri Dvorak is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 12 years before joining Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Jason Parker is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2015. Parker serves on the investment committee of the Dallas Jewish Community Foundation. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Laura Fryhover is a financial advisor at Stifel with 17 years of industry experience and holds the Series 66 designation. She worked at Morgan Stanley for seven years before joining Stifel Nicolaus & Co. Inc. in 2021. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Koeijmans is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following a decade at Bank of America, N.A. He serves on the boards of the Notre Dame School of Dallas and its foundation, which support students with developmental disabilities, and is chair of the school's finance committee. Additionally, he participates in the Jesuit College Preparatory School of Dallas Foundation Committee. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses as a basis for client decisions.

Regina Kolkhorst is a financial advisor with Stifel in Dallas, TX, holding Series 63 and Series 65 credentials and five years of industry experience. Her prior roles include positions at B. Riley Wealth Advisors, Inc. and Fiduciary Financial Services Wealth Management. She is also a Texas Notary. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary methodology for investment analysis and allocation guidance.

Tyler Von Richter is a financial advisor at Stifel based in Frisco, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Stifel in 2024, he spent ten years at Call Box. Outside of advisory work, he is the owner and manager of an LLC involved in rental property management. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Chris Boley is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2015, following prior roles at Barclays Capital Inc. and Credit Suisse Securities (USA) LLC. Outside of his advisory work, Boley serves as Booster Club President for the Titan Hoop-It-Up Club, a high school basketball team fundraising organization in Frisco, Texas. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Robert Montgomery is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Merrill and Bank of America, N.A. He is based in Frisco, TX. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services underpinned by a proprietary investment methodology developed by its Investment Strategy Group.

Richard Wright is a CFA® charterholder and holds a Series 65 license with 25 years of industry experience. He currently works at Stifel in Dallas, TX, joining the firm in 2025 after prior roles at B. Riley Wealth Advisors and Fiduciary Financial Services Wealth Management. Outside of advising, he owns family farms in Alabama and Texas, which he leases for agricultural and grazing purposes. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Steven Lipp is a financial advisor with Stifel in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Bank of America, N.A. for eight years before joining Stifel in 2019. Outside of his advisory role, he is a partner at Stone Road Farms LLC, raising and selling grass-fed beef, and serves as an elder at Wylie Church of Christ, providing spiritual and business oversight for the congregation. Stifel serves a broad range of clients, including individual, institutional, charitable, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.