Mike Yother

AIF, MBA

AIF, MBA

Managing Director/Investments

9318812101

Experience
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).

Personal
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!

Julie Yother

AIF, MBA

AIF, MBA

Financial Advisor

9318812102

Experience
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).

Personal
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 Bellar

Vice President/Investments

9318812105

Experience
Rick began his financial services career in 1977 with J.C. Bradford & Co. in Nashville and joined Stifel in 2020. Prior to his time with Bradford, he served overseas in the U.S. Army.

Personal
Rick enjoys reading and watching wildlife with his wife, Linda, at the family’s Smith County, Tennessee, Century Farm.

Trey Bellar

First Vice President/Investments

9318812100

Experience
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.

Personal
When Trey isn’t working, he can be found hanging out in gyms, reading about history, playing his drums or guitars, sitting in Neyland Stadium cheering on the Vols, or traveling with his wife, Sarah, and daughters, Elise and Leighton. Trey is an active member of Franklin First United Methodist Church and currently serves as a board member for the East Tennessee Historical Society Foundation.

Bailey Yother

AIF

AIF

Financial Advisor

9318812103

Experience
Bailey began her financial services career with Stifel in 2019 as a Client Service Associate. In 2022, she became a Financial Advisor.

Personal
Bailey is an active member of Central City Church and enjoys cooking new foods, surfing at the lake with family and friends, and playing pickleball. She also loves spending time with her husband, Adam, and their dogs Juney and Mabel.

Carla Lamb

CFP, AIF, CRPC

CFP, AIF, CRPC

Registered Operations Coordinator

9318812106

Experience
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.

Personal
Outside the office, Carla enjoys spending time with her husband and kids. She also enjoys crafting, reading, and spending time in the kitchen trying out new recipes.

Cassie Conley

Registered Client Service Associate

9318812110

Experience
Cassie began her financial services career in 2021 when she joined the team at Stifel. Prior to joining Stifel, she worked for a local nonprofit.

Personal
Outside of the office, Cassie is an active member of Central City Church. She enjoys spending time outside, walking at the park, or playing pickleball.