Randy has more than 25 years of experience as a financial advisor. He began his investment industry career in 1996 with Merrill Lynch. He transferred to UBS Financial Services in 2012 and joined Stifel in 2020. Prior to becoming a financial advisor, he was a practicing attorney and served as a real estate agent for seven years before obtaining his juris doctorate.
Randy earned a B.S. from Lewis-Clark State College and a Juris Doctorate from the University of Idaho. In addition, he attained the Certified Financial Planner™ certification from the College for Financial Planning. He holds Series 7, 63, and 65 securities licenses.
Randy also finds satisfaction in giving back to his community, having served as past president of the Boise Estate Planning Council, a Rotarian, past board member of the Treasure Valley YMCA, and past president of Ballet Idaho.
Kevin began his investment industry career in 2017 and joined Stifel in 2020, after spending most of his career as a CFO. Kevin has built his entire career around helping business owners, serving in roles such as a CPA, and as CFO of two different family-owned companies. Now that he is further along in his career, he finds great satisfaction in helping business owners plan their exit strategy and create the legacy they have earned.
Kevin earned a B.A. in Business Administration from the University of Washington before obtaining an MBA from George Fox University. He also attained the Certified Exit Planning Advisor designation and has held the Certified Public Accountant (CPA) designation for more than 25 years. He also holds Series 7 and 66 securities licenses.
Outside the office, Kevin serves the community in various leadership capacities, such as a board member of the Wassmuth Center for Human Rights and Drug-Free Idaho, member of S. Meridian YMCA’s advisory committee, and member of Treasure Valley CFO Forum’s event planning committee.
Use of the CEPA designation does not imply that Stifel or its associates are acting as experts in this field, nor do Stifel or its Financial Advisors provide legal or tax advice. The knowledge gained from attaining the designation helps the advisor better understand issues specific to business owners in working with clients and their legal and tax advisors as it relates to the client’s overall investment planning and wealth management.
Tracy has more than 30 years of experience in the financial services industry. She transitioned with her team to Stifel in 2020. Prior to Stifel, she worked for Prudential Securities, Dean Witter Reynolds, Wells Fargo Advisors, and UBS Financial Services.
Tracy is dedicated to providing professional service to clients, including account opening, maintenance, customized investment strategy implementation, online services navigation, and client relationship management. She takes pride in listening to clients and establishing a trustworthy relationship with each and every one of them. She is the “go-to person for anything account and operations related.”
Tracy holds Series 7 and 66 securities licenses, as well as life and variable licenses (including annuities). On a personal note, Tracy has been married to her husband for more than 30 years and has three children. She enjoys outdoor activities, traveling, and spending time with her family.
