Since 1998, Toby has devoted himself to clients and their families, focusing on personalized investment and retirement strategies, wealth transfer and legacy planning, private money management, and estate planning strategies.

Toby earned a Bachelor of Business Administration from Texas Wesleyan University. A lifelong resident of the Dallas-Fort Worth area, he and his wife, Jennifer, live in Arlington with their three children. In his free time, Toby enjoys hunting and spending time with his family.

Wealth planning and wealth management have been Toni’s passions since she started in the industry 15 years ago. She began her career as a life insurance agent at NYLife Securities after attending Arizona State University. Since that time, she has preferred to take a more holistic approach to wealth management, incorporating sophisticated estate planning and tax-efficient investment strategies into her clients’ investment plans.

Taking an “outside the box” approach, Toni does not believe that a one-size-fits-all perspective is the best strategy for most clients’ personal finances or businesses. She has an extensive background in insurance strategies, defined benefit and retirement plans, and professionally helping her clients manage their investment portfolios.

Toni resides in Decatur, Texas, and raises bucking bulls for competition in her free time.

Ann takes tremendous pride delivering outstanding personalized client service. Her extensive financial services experience contributes to her ability to cater to each individual client relationship. In addition to handling operational, client service, and administrative needs, she effectively acts as a liaison between clients, team members, and Stifel’s professionals.

Prior to joining Stifel in 2019, Ann began her financial services career in 1994 with Merrill Lynch’s Fort Worth office. She earned a B.B.A. in Accounting from Texas Wesleyan University, where she was also a member of the women’s basketball team. She also holds Series 7 and 63 securities licenses. She and her husband, Rick, are long-time residents of Fort Worth and have two daughters. In her free time, Ann enjoys traveling, watching sporting events, and spending time with her family and friends.

Drawing upon more than 15 years of financial services experience, Angie is responsible for ensuring that all daily operational and administrative transactions run smoothly. While she plays many roles on the team, her true focus is building a strong rapport with clients and ensuring the accurate maintenance on their accounts by proactively leveraging her knowledge and resources. She is dedicated to delivering outstanding service, as it is a key element in the team’s complete client satisfaction model.

Angie and her husband have resided in the Dallas/Fort Worth area for more than 30 years. Outside of the office, she enjoys reading and spending quality time with her children and grandson.