La Quinta, CA Office

James S. Fleck is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Stifel in 2019, he worked at UBS Financial Services from 2011 to 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment strategies are based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses as tools for client decision-making.

Andrew Campbell is a financial advisor with Stifel in La Quinta, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Outside of his advisory role, he co-presides over Rocky's Hot Rod Shop, a business focused on buying and restoring classic cars, which he operates jointly with his son. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Sonja Premetz is a financial advisor with Stifel in Newport Beach, CA, holding Series 63 and Series 65 credentials and 29 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, where she spent a total of 15 years before joining Stifel in 2024. 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 based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.