Mequon, WI W. Liebau Road Office

Elliott Katz is a financial advisor with Stifel in Mequon, WI, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Stifel since 1977. 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.

Thomas Kelley is a CFP®-certified financial advisor with 40 years of industry experience, currently affiliated with Stifel since 2007. He serves on the finance committee of St. Michael’s Parish in Milwaukee, advising the pastor at quarterly meetings. Stifel provides a broad range of brokerage and investment advisory services to individual, institutional, and charitable clients, utilizing a proprietary investment methodology developed by its Investment Strategy Group.

Bruce Loder is a financial advisor with Stifel, Nicolaus & Company, Inc., where he has worked for 20 years. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Outside of his advisory role, he serves as chairman of both the Budget Committee and the Benevolence Committee at North Shore Congregational Church in Fox Point, Wisconsin. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies.

Katherine Shirley is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Her prior work includes roles at Lime Cantina and Zarletti Mequon. Stifel serves a broad range of clients, including individual, institutional, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Robert Bacskai Jr. is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Stifel Nicolaus & Co Inc. since 2009. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and advisory services. Its investment approach relies on proprietary methodologies developed by its Investment Strategy Group that use forward-looking capital market assumptions and probabilistic modeling.

David Drozdowicz is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2007. Outside of his advisory role, he serves on the finance committee of Saint Theres Church in Milwaukee. Stifel serves a broad 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.

Brian Drozdowicz is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2018, with prior experience at Alro Steel Corporation from 2016 to 2018. Stifel serves a broad client base including individuals, institutional clients, charitable organizations, and public entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and has involvement with private funds, municipal market activities, and affiliated trust companies.

Caleb Keshemberg is a financial advisor at Stifel with nine years of industry experience. He has worked at Stifel since 2018 and previously was with B.C. Ziegler and Company and operated as a self-employed advisor. Outside of his advisory practice, he offers private basketball lessons and coaching. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jody Chalhoub is a financial advisor with Stifel in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2010 and was previously with Robert Baird & Co. from 2004 to 2010. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Robert Shirley is a financial advisor with Stifel in Mequon, WI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, 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 support asset allocation and financial planning analyses.