Mike began his investment industry career in 1994 and joined Stifel in 2016. Prior to Stifel, he served as a Senior Vice President/Investments and Senior Portfolio Manager at UBS Financial Services, an Investment Broker at J.C. Bradford & Co., where he earned Partner status, and Human Resources Manager and Manager of Manufacturing at Fleetguard (Cummins Filtration).
After years of being the “team mom” for his two daughters’ soccer teams, Mike has reverted back to his pre-daughter days, where he enjoys spending time on the lake, trying out the slalom course, and surfing like the young person he thinks he is!
Financial Advisor Associate
Julie began her investment industry career in 1986 and joined Stifel in 2016. Prior to Stifel, Julie served as a Financial Advisor/Investment Associate at UBS Financial Services; an Investment Broker, Partner, Senior Advisory Council member at J.C. Bradford & Co.; and Cost/General Accounting Supervisor at Duriron (Flowserve).
Julie loves spending time on beautiful Center Hill Lake with Mike, family, and friends. She enjoys surfing and all water sports, as well as snow skiing and golfing. Along with Mike, she is passionate about supporting crucial organizations in the community they call home.
Rick began his investment industry career in 1978 with J.C. Bradford & Co. in Cookeville and joined Stifel in 2020. Prior to joining the industry, he served as a member of the U.S. Army for two years.
Rick enjoys reading and spending time with his wife, Linda, puttering around their farm together.
Trey began his investment industry career in 2007 and joined Stifel in 2020. Prior to Stifel, he served as a Financial Advisor at UBS Financial Services, Business Development Consultant at Curian Capital, and Investment Consultant at TD Ameritrade.
When Trey isn’t working, he can be found working out at the gym, studying history, playing his drums or guitars, sitting in Neyland Stadium cheering on the Vols, or spending time at the family farm with his wife, Sarah, and two daughters, Elise and Leighton. Trey is an active member of Franklin First United Methodist Church and Franklin Rotary at Breakfast.
AIF, CRPC, CFP®
AIF, CRPC, CFP®
Operations Coordinator (Reg)
Carla began her financial services career in 2006 and joined Stifel in 2016. Prior to Stifel, she served as a Registered Client Service Associate at UBS Financial Services, Southwestern Investments (RJFS), Raymond James, and Wachovia Securities (Wells Fargo). She also previously served as a Financial Advisor with Valic.
Outside the office, Carla enjoys spending time with her husband and kids and coaching YMCA soccer. She also enjoys crafting and spending time in the kitchen – decorating cakes and brewing kombucha.
Registered Client Service Associate
Bailey began her financial services career and joined Stifel in 2019. She also interned with Stifel during the summer of 2017.
Bailey’s interests include cooking and spending time at the lake with her family and friends. She’s an active member of her church, Central City, volunteering and working with their youth ministry.