Sonny began his investment industry career in 1991 and joined Stifel in 2015. Prior to joining Stifel, he was a partner at J.C. Bradford and a producing branch manager at UBS Financial Services and Merrill Lynch. Throughout this career, he continues to dedicate himself to his clients by helping them discover their goals, mitigate risk to their wealth, and pursue their short- and long-term financial goals.
Sonny earned a B.S. from The University of Alabama and holds Series 7, 9 & 10, 63, and 65 securities licenses. He also earned the Chartered Retirement Planning Counselor™ designation.
Luke began his investment industry career at Stifel in 2023. He seeks to build meaningful relationships with his clients and helps them focus on what is important to them and the goals they want to pursue. Luke earned a B.S. in Economics from The University of Alabama and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses.
Cathy is an experienced professional with over 30 years in the financial services industry. Originally from Azusa, California, she attended Citrus College in Glendora before relocating to Tuscaloosa in 1988 with her husband, Joe. Cathy began her financial services career in 1991 and has attained Series 7, 9 & 10, and 66 securities licenses.
She met Sonny while working at J.C. Bradford and chose to continue working alongside him. Throughout her career, Cathy has built long-lasting relationships with clients, many of whom she has had the privilege of serving for decades.
