John began his investment industry career in 2005 and joined Stifel in 2023. He has been the managing partner of a team that offers more than 80 years of combined experience, assisting families in Fairfield County, Connecticut, and the New York City Metro area pursue their financial goals. Most recently, he was Financial Advisor and Westport Branch Manager at Ameriprise Financial. Prior to forming E3 Wealth Advisory Group at Stifel, John served for 20 years as a pilot and intelligence officer in the U.S. Marine Corps and 10 years as a United Airlines Boeing 767 pilot.
John’s leadership and organizational skills are reflected in the group, facilitating efficient, long-term, and mutually respected relationships with his clients. His mission is to simplify clients’ financial lives – with a premium on the human connection. Each client’s situation is unique, and it’s vital to provide a level of service that each client feels they deserve.
John holds 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.
In addition, John earned a Master of Public Administration in Executive Public Policy and Administration from Columbia University. He is the recipient of The Air Medal, Combat Action Ribbon, and Meritorious Unit Citation for engagements during Operation Desert Storm and Enduring Freedom. He and his wife, Nina, live in Darien, Connecticut, with their two children, Soleil and Rafferty, and enjoy hiking, boating, and music.
Stacy began her investment industry career in 2021 and joined Stifel in 2023. Prior to joining Stifel, Stacy spent 20 years in leadership at marketing and advertising agencies Before Stacy became a Financial Advisor, she conducted focus groups and gathered insights into what their clients needed. She discovered that many people, including herself, didn’t know what they should expect from their financial advisor. Stacy learned it’s not about “buying and selling stocks” – it’s about forming a strategic relationship with clients with a keen eye toward their financial goals. Stacy believes the great ones hold your hand through uncertainty and life events – they consider your entire financial life – and work with you to make smart, unemotional decisions.
Stacy’s goal is to provide top-tier client experience and guidance to her clients. She made both a life and career-changing decision to take her skills and apply them to helping people understand what they should expect from a financial advisor and delivering that experience. Stacy holds Series 7, 24, 63, and 65 securities licenses, including life, health, and variable insurance licenses.
Outside the office, Stacy and her husband, Diggi, live in North Stamford with their two boys, Dexter and Ramsay. In between chauffeuring them to School of Rock and Rugby practice, she enjoys entertaining while cooking on her outdoor wood fireplace, playing the violin, and creating art.
Jasmina joined Stifel in 2023 after spending nearly two years working at Morgan Stanley, where she gained knowledge in processes and investment implementation support. She prides herself on communicating effectively and having a strong work ethic and has a gift for connecting with people. She believes in working closely with the team and clients to develop a deep understanding of how to best create a high-caliber client experience.
Jasmina earned a B.S. in Finance from Sacred Heart University. She currently resides in Stamford, Connecticut, with her family. Outside the office, you can find her in the gym, out with family and friends, or vacationing in her favorite sunshine state, Florida. Jasmina’s main priority has always been having memorable and quality experiences with the people she loves.
