Leland began his investment industry career in 1969 and joined Stifel in 2008. Leland is a United States Marine Corps veteran, having served in Vietnam as a helicopter pilot, serving 900-plus missions, 1,000-plus combat hours, and earning the Distinguished Flying Cross.
Leland previously served as a board member for Beverly, Massachusetts, Housing Authority.
Rick began his investment industry career in 1994 and joined Stifel in 2008. Prior to joining Stifel, he was a financial advisor at Smith Barney and a Vice President at Morgan Stanley. Rick’s mission is to provide top-tier service and investment guidance to individuals, money managers, and small institutions. He uses a team approach and leverages information from Stifel’s research and trading desks, so clients have an informed and responsive professional for their investment needs. Rick builds and manages portfolios using equities, fixed income, exchange traded funds (ETFs), mutual funds, and options, where appropriate.
Rick earned a Bachelor of Arts from Colgate University and holds Series 7, 63, and 65 securities licenses, as well as life and variable insurance licenses.
Derek began his investment industry career in 1994 and joined Stifel in 2007 upon its acquisition of Ryan Beck & Co. He currently manages the Boston, Plymouth, and Harwich branches. Derek’s mission is to work with individuals, families, and corporations to provide a wide range of wealth planning services.
Derek earned a B.A. in Social Psychology from Lehigh University and holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as life and health insurance licenses.
Daniel began his investment industry career in 1984 and joined Stifel in 2009. He helps his clients create customized wealth management strategies through diversification and risk mitigation strategies.
Daniel earned a B.S. from Providence College and a Masters of International Management from Arizona State University – Thunderbird School of Global Management. He holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
Outside the office, he is a fundraising volunteer for St. John’s Preparatory School and on the steering committee for the Kier Byrnes Freedom Runners.
Diversification does not ensure a profit or protect against loss.
Joe began his investment industry career in 1977 and joined Stifel in 2009. He analyzes his clients’ current financial situations while remaining mindful of challenges they are facing and alert to potential issues that might not have been considered. Joe finds the most suitable approach to his client’s financial challenges and helps create a customized wealth management strategy designed to address them. He realizes financial planning is not static; it’s an ongoing process. Joe aims to hold periodic review discussions with clients and adapt their strategies as circumstances change, all while keeping in mind the betterment of those around them, whether it’s planning for their children, grandchildren, spouse or heirs, or charitable endeavors.
Joe earned a B.S. in Mathematics from St. John’s University and an MBA from Suffolk University. He holds Series 5, 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
Susan helps people who do not have the time, knowledge, information, or inclination to manage their money appropriately. Her clients are typically high-net-worth families, business owners, corporate executives, retirees, and small to mid-sized companies that are seeking to benefit from goals-oriented wealth and investment planning.
Susan believes she has the skill set and resources it takes to be the frontline financial advisor for you and your family. With the heart of a teacher, she will truly listen to and empathize with your financial story, considering divergent options and investments to get a bigger picture of your investment plan and financial situation.
Once Susan feels she has gained a solid understanding of your financial picture, she will design detailed financial strategies to discuss with you, taking into account your unique investment needs, your ability or willingness to assume risk, your current and future tax liabilities, and any other personal considerations that might impact your investment decisions.
Susan holds Series 7, 9 & 10, and 63 securities licenses, as well as life and variable insurance licenses.
A native of New Hampshire, Deanna started in the financial services industry in 1991 and joined Stifel in 2009.
Deanna provides knowledge and experience in client service. Whether you need assistance in ordering checks for your account, understanding your statement, or filling out paperwork, she is committed to helping you get it done. Deanna holds Series 7, 63, and 65 securities licenses.
I began my investment industry career with A.G. Edwards in Springfield, Massachusetts, in 2002. I later moved to our Boston office and joined Stifel in 2010.
Early in my career, the majority of investors I met had little to no roadmap regarding their financial goals and retirement needs. Well-defined estate planning, charitable giving, and college funding strategies seemed to be areas that were lacking as well. Creating a comprehensive wealth management plan and reviewing it annually with them helped alleviate some of their concerns about the future. I also find working with my clients’ tax and legal advisors helps create a team effort with all parties working to address the unique needs of the individual.
Outside the office, I enjoy coaching basketball, volunteering at the CrossRoads shelter in Portsmouth, and assisting the Pease Greeters – thanking our troops, one flight at a time.
John began his investment industry career in 1995 and joined Stifel in 2015. His mission is to provide individuals customized investment strategies that are specifically tailored to their investment objectives.
John earned a B.S. in Business Administration from Northeastern University and holds Series 7, 63, and 65 securities licenses. He also holds the Certified Investment Management Analyst® designation.
Sean has been providing customized wealth management strategies to his clients for more than 20 years. He truly enjoys helping individual investors, corporate executives, and entrepreneurs manage their long-term wealth through proper planning. Sean adheres to the simple, yet powerful concept that objective analysis, relevant guidance, and proper implementation are key contributors to successful result potential.
Sean is dedicated to developing lasting relationships with his clients. He believes in helping you assess your financial goals and manage your finances. One of the benefits of working with Sean is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that he offers is a roadmap to working toward your desired financial future.
Sean earned a Bachelor of Science from the University of New Hampshire and hold the Accredited Asset Management SpecialistTM designation. He currently lives north of Boston with his wife and two children. Outside the office, Sean enjoys most anything the outdoors has to offer.
Kathy began her financial services career at Stifel in 2018. She provides client service administrative assistance to five financial advisors in the Boston office, including Derek Gage, Branch Manager.
Chris began his investment industry career in 1982 and joined Stifel in 2019. He earned a B.A. in Economics from Harvard University and holds Series 7, 63, and 65 securities licenses. He also holds the Chartered Retirement Planning Counselor™ designation.
Outside the office, Chris is a member of the Beverly Rotary Club.
Chris began his investment industry career in 2015 and joined Stifel in 2019. Prior to joining Stifel, he was a financial advisor at Merrill Lynch.
Chris earned a B.S. from the University of Vermont and holds Series 7, 63, and 65 securities licenses. He earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
Bill began his investment industry career in 1981 and joined Stifel in 2021. Prior to joining Stifel, he had worked in Operations, Administration, and Compliance for more than 40 years, as well as 29 years in Management.
Bill holds Series 7, 9 & 10, 24, 51, 63, and 65 securities licenses, as well as life and variable insurance licenses.
Sorin began his investment industry career in 2020 and joined Stifel in 2022. Prior to joining Stifel he worked at Fidelity Investments. Sorin earned a Bachelor of Arts in Economics from Boston College. He holds Series 7, 63, and 65 securities licenses, as well as life and health insurance licenses.
John began his investment industry career in 1997 and joined Stifel in 2023. Prior to joining Stifel, he worked at Merrill Lynch, Moors & Cabot, and Ameriprise Financial Services. John works with his clients to create customized wealth management strategies, investment plans, retirement income strategies, retirement planning strategies, as well as executive compensation and benefit strategies.
John earned a B.S. and an MBA from Providence College and holds Series 7, 63, and 65 securities licenses, as well as life and health insurance licenses.
Outside of the office, John has been very active throughout his community. He previously served as president of Weymouth Youth Soccer, coached basketball and soccer, and assisted his wife, Molly, with her community activities, events, and charities. He has also been very active in his children’s schools and connecting people using his vast number of relationships to help others.
Doug began his investment industry career in 1988 and joined Stifel in 2023. His mission is to help clients build and mitigate risk to long-term wealth, working closely with them in constructing a portfolio that aligns with their goals.
Doug holds the Accredited Investment Fiduciary® and Certified Investment Management Analyst® designations. He also earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. Doug earned a Bachelor of Science in Hotel Administration from the University of New Hampshire-Durham and holds Series 7, 62, and 63 securities licenses.
Doug volunteers his time at the Boy Scouts of America, where he is a lifelong member of the National Eagle Scout Association. He was also involved with the Steamship Historical Society of America (SSHSA), where he served as a board member.
George began his financial services career in 2019 and joined Stifel in 2024. Prior to joining Stifel, he worked as an Agency and Special Products Services Analyst at Sumitomo Mitsui Banking Corporation.
George earned a B.S. from Fordham University, Gabelli School of Business.
William began his investment industry career in 2023 and joined Stifel in 2024. Prior to joining Stifel, he worked as a Client Relationship Advocate at Fidelity Investments. He earned a Bachelor of Arts in Economics and Classical Studies from Trinity College and holds Series 7 and 63 securities licenses.
Kimberly began her financial services industry career in 1993 as a Financial Representative at Fidelity Investments. She would eventually move into a Relationship Manager role at Fidelity in 1996 before taking an opportunity in 2002 to become a Senior Financial Advisor at Merrill Lynch. In 2009, Kimberly moved to Winslow, Evans & Crocker, where she had a 12-year run as a Vice President/Financial Advisor. In 2021, she landed at a predecessor firm of B. Riley Wealth Management as a Senior Vice President/Financial Advisor before becoming Managing Director/Investments in 2024 and joining Stifel in 2025 from B. Riley’s wealth management business. Kimberly earned a B.S. in International Business from Ithaca College in 1991 and holds Series 7, 63, and 66 securities licenses.
Kimberly leverages her experience and insights to support affluent clients, families, and small businesses. Having earned both the CERTIFIED FINANCIAL PLANNER® certification and Chartered Retirement Planning Counselor™ designation, one of Kimberly’s primary focuses is helping clients plan for retirement. She not only looks at her clients’ savings and investments, but also Social Security benefits, long-term care expenses, cost of living, and Medicare. Kimberly prides herself on spending time getting to know her clients and understanding their goals before developing a holistic plan that prioritizes what matters most to them. She finds satisfaction in helping clients enjoy the retirement they envision for themselves.
Kimberly and her husband are Massachusetts natives, and they enjoy the close ties and fun gatherings they have with family and friends. As a longtime resident of the historic Charlestown neighborhood of Boston, Kimberly enjoys walking her dog and soaking in all that the Boston cultural scene has to offer, such as theatrical performances and new restaurants along with the historical sights, museums, outdoor gardens, and greenways in the Charles River and Boston Harbor areas. She is also an avid traveler who likes to read and meet with her book club, take Pilates and yoga classes, and explore the mountains and lakes of northern New England.
Kyle began his financial services career in 2015 at Boston Partners Financial Group in Andover, Massachusetts. In 2018, Kyle joined Winslow, Evans & Crocker in Boston as an Investment Advisor before landing at a predecessor firm of B. Riley Wealth Management in 2021 as an Investment Advisor Representative. He joined Stifel in 2025 from B. Riley’s wealth management business. Kyle graduated from Bentley University with a B.S. in Finance and was a member of the ice hockey team. He holds Series 7, 63, and 65 securities licenses.
Kyle works with individuals, families, and businesses and develops customized investment and wealth management plans specifically tailored to the financial needs and goals of each client. Originally from Tewksbury, Massachusetts, Kyle now lives in Grafton, Massachusetts, with his wife and son. In his free time, he enjoys playing hockey and golf.
