Wenatchee, WA Office

Samuel Fahsholtz is a CFP® and Series 66-licensed financial advisor with Stifel in Palm Desert, CA, where he has worked since 2015. He has 10 years of industry experience. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Roxanne Bryant is a financial advisor at Stifel with 42 years of industry experience and holds Series 63 and Series 65 licenses. She has been with Stifel since 2009. Outside of her advisory role, she is a licensed notary public in Washington State. 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.

Michelle Paris is a financial advisor at Stifel with 15 years of industry experience. She holds a Series 66 designation and has been with Stifel since 2009. Paris is also a licensed notary public in Washington State. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology with forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Kristen Taylor is a financial advisor at Stifel with 44 years of industry experience. She has held her current position at Stifel since 2009 and holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Zachary Davies is a Certified Financial Planner® (CFP®) with 19 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He holds the Series 66 license and is based in Wenatchee, WA. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies 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.

Lori Galbraith is a financial advisor with Stifel, holding a Series 66 designation and 15 years of industry experience. She has been with Stifel Nicolays & Co Inc since 2013. In addition to her advisory role, she is a commissioned Notary Public in Washington State. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Alisa Franklin is a CFP® and holds a Series 66 license with six years of industry experience. She has worked at Stifel since 2020 and previously held roles at Oneonta Trading Corporation and Chelan Fresh Marketing. Outside of her advisory work, Franklin is actively involved in her community as president of the Cashmere Youth Soccer league and serves as a Guardian ad Litem for the Chelan-Douglas County CASA. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Leslie Nelson is a financial advisor at Stifel with 13 years of industry experience. She has been with Stifel since 2012 and holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to assist in asset allocation and financial planning.

Beau Bryant is a Series 66-licensed financial advisor at Stifel with eight years at the firm and a total of six years in the industry. Prior to joining Stifel in 2018, he worked for Andreas Keller from 2013 to 2018. Outside of his advisory role, he is a half owner of Rochlind Equestrian LLC, where he is involved in horseback riding instruction and financial management. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Sheri Baldwin is a financial advisor with Stifel in Wenatchee, WA, holding a Series 66 designation and with 18 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, Baldwin is involved with Harvey Family LLC, serving as a member and overseer in property management. Stifel serves a diverse client base including individuals, institutions, and municipal entities, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.