Stephen E. Shevlin

Senior Vice President/Investments; Branch Manager

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With more than 30 years of investment industry experience – including 24 years with Stifel – Stephen’s mission is to deliver high-caliber, personalized client service, thoughtful guidance, and customized investment strategies for high-net-worth individuals, families, foundations, endowments, and public institutions.  He develops customized investment and wealth management plans that align with clients’ risk tolerance, time horizon, and long-term goals while addressing their business and retirement income needs.  He leverages Stifel’s robust financial planning tools to create proactive expectations of his clients’ financial future based on their savings, spending behavior, and target investment allocation.

Stephen graduated from Hawaii Pacific University and holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as life and variable insurance licenses.

Jonathan W. Joelner

MBA

MBA

Financial Advisor; Assistant Branch Manager

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Jonathan began his investment industry career more than 15 years ago and has been with Stifel for more than 10 years.  Having previously worked in Stifel’s compliance department, Jonathan conducted on-site branch examinations and served as project manager in charge of upgrading Stifel’s compliance software programs.  Jonathan joined The Shevlin Group in 2016 to assist with branch oversight and to assist clients with their wealth management needs.  By taking a holistic approach to investments, Jonathan develops strategies designed to simplify your personal finances through a deep dive into your financial situation, including your budgets, savings, risk and behavior, estate planning issues, legacy planning, and more.

Jonathan graduated from Saint Louis University before earning an MBA from Webster University.  He holds Series 7, 9 & 10, 24, 53, and 66 securities licenses, as well as life, health, and variable insurance licenses.