Chad began his investment industry career in 1995 and joined Stifel in 2009. Throughout his career, he has helped hundreds of investors in their quest to grow and mitigate risk to their wealth by offering a full suite of services designed to diversify their investment portfolios. While diversification does not ensure a profit or protect against loss, it can play a key role in establishing a sound investment strategy and reducing risk.

Chad earned the Accredited Investment Fiduciary® designation, which identifies individuals who have met the experience requirements of the Center for Fiduciary Studies, a division of Fi360, and have gained a fundamental understanding of the principles of fiduciary responsibility and processes for meeting a defined standard of care. He also holds Series 7, 63, and 65 securities licenses.

A native Pennsylvanian, Chad earned a B.S. in Business Administration from Wilkes University.  

Chad grew up watching his grandfather work as a coal miner and his mother and father work hard to support their family. He was given the opportunity to develop his passions and was motivated along the way. Now, Chad is active in the community, having previously volunteered with various organizations such as the Alzheimer’s Association, American Heart Association, as well as coaching sports when he has the time. Chad and his wife have two children and two chocolate labs at home that keep the family company.

Stifel does not provide legal or tax advice. Please consult with your legal or tax advisor regarding your particular situation.

Geoffrey began his investment industry career in 1963 and joined Stifel in 2009. He earned a certificate from Wilkes-Barre Business College and holds Series 4, 7, 9 & 10, 24, 53, 63, and 65 securities licenses. He is a strong believer that diversification and time in the markets are key elements to investment success. While diversification does not ensure a profit and may not protect against loss, it can play a key role in establishing a sound investment strategy and mitigating risk.

An active member of the community, Geoffrey has served in various membership and volunteer roles: treasurer of Meadows One Homeowners Association since 2009, director of Meadows One Homeowners Association since 2002, past communications director of the Wilkes-Barre Triathlon, past treasurer of Rotary District 7410, past coordinator of Luzerne County Amateur Radio Emergency Services, past president of Murgas Amateur Radio Club in 1987, and past president of Rotary Club of Wilkes-Barre.

Prior to joining Stifel in 2023, Michael spent four years working as a wholesaler at Lincoln Financial Distributors. He works with his clients to guide and assist in their understanding of their financial goals. Michael begins by analyzing their current course of action, alternative strategies, and assists them in developing a plan that is unique to their financial situation.

Michael earned a B.S. in Finance from De Sales University and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance 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.

A native Pennsylvanian, Michael and his wife, Shannon, live in the Lehigh Valley with their daughters, Clare and Shea. He is also an active member of the community, currently serving on the board of directors for Camelot for Children. Outside the office, Michael enjoys golfing, traveling, and spending time with his family.

Krista draws upon her outstanding communication skills and vast knowledge she has gained over 20 years in the financial services industry to support the team. She is instrumental to the team’s operations and is responsible for opening new accounts, maintaining account documents, and providing personal attention to clients.

Krista earned a B.S. in Environmental Science from Marywood University. She and her husband, Mark, live in Old Forge with their two children.