Drew Richey

CFP, CRPS

CFP, CRPS

Senior Vice President/Investments

2704182129

Education

• Bachelor of Science, Western Kentucky University

Licenses and Certifications

• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• CERTIFIED FINANCIAL PLANNER® certification
• Chartered Retirement Plans Specialist™ designation

Experience

Drew began his investment industry career in 2006 and joined Stifel in 2024. Drew focuses on providing personalized service to affluent families and businesses and manages the team’s long-term strategic projects. He brings a host of specialized skills to serve clients’ unique and varied needs. 

Personal

Outside the office, Drew loves being at home with his wife, Kelsey, and their two children, Callie and Jacob. He is an active member in his church and community, and in his free time enjoys mountain biking, hunting, camping, and traveling with his family. Drew loves endurance sports, with his biggest accomplishments being a three-time finisher of Ironman Louisville and completing the Leadville, Colorado, 100-Mile Mountain Bike Race.

Joshua Marson

CFP, CIMA

CFP, CIMA

First Vice President/Investments

2704182129

Education

• Bachelor of General Studies, Western Kentucky University

Licenses and Certifications

• Series 7, General Securities Representative
• Series 9 & 10, General Securities Sales Supervisor
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• CERTIFIED FINANCIAL PLANNER® certification
• Certified Investment Management Analyst® designation

Experience

Josh began his investment industry career in 2010 and joined Stifel in 2024. Josh focuses on wealth management, asset allocation, and risk analysis. He serves his clients as a primary relationship manager, focusing on comprehensive wealth and investment planning. As a portfolio manager in Stifel’s Solutions Program, he provides globally allocated portfolios across various risk tolerances for clients who choose discretionary advisory services.

Personal

Josh and his wife, Lindsey, have two children, Harper and Eli, along with an English Labrador Retriever, Bo. He enjoys all things hunting and fishing, along with any reason to spend time in the great outdoors.

Asset allocation does not ensure a profit or protect against loss.

The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.

Andrew Boyles

CFP, QPFC, CPWA

CFP, QPFC, CPWA

Vice President/Investments

2704182129

Education

• Bachelor of Science, Finance, Western Kentucky University

Licenses and Certification

• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• CERTIFIED FINANCIAL PLANNER® certification
• Qualified Plan Financial Consultant designation
• Certified Private Wealth Advisor® designation

Experience

Andrew began his investment industry career in 2015 and joined Stifel in 2024. Andrew’s drive is addressing complex problems and providing the team’s clients with creative strategies. He works with clients transitioning to retirement and focuses on advanced planning strategies for high-net-worth clients. He also works with small businesses across the nation to help tailor and implement qualified retirement plans.

Personal

Outside of the office, Andrew enjoys spending time with wife, Maddie, and daughter, Ada.

Memberships

Andrew is an active member at Living Hope Baptist church, where he serves as a deacon.

Brooke Schakat

Client Service Associate

2704182134

Education

• Bachelor of Arts, Western Kentucky University

Experience

Brooke began her financial services career in 2012 and joined Stifel in 2024. Brooke primarily serves as the team’s point person for new client onboarding. She also identifies and implements business development strategies.

Personal

Outside the office, Brooke is deeply engaged in our local community and has held numerous leadership roles with several nonprofits. Recognized for her dedication to making a positive impact, Brooke was named the 2023 ATHENA Young Professional Leadership award recipient. She and her husband, Jacob, enjoy spending time together with family and friends.

Jennifer Sanders

Registered Client Service Associate

2704182136

Education

• Bachelor of Arts, Western Kentucky University

Licenses

• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative

Experience

Jennifer began her financial services career in 2020 and joined Stifel in 2024. She is committed to providing top-tier service to our clients as the primary contact for account maintenance, money movement, and account-related inquiries.

Personal

Jennifer resides in Tennessee with her husband, Tyler. Together, they own a small farm where they raise goats and chickens. Outside the office, she enjoys riding and showing horses, spending time with family and friends, and working around the farm.

Savannah York

Client Service Associate

2704182135

Education

• Bachelor of Science, Western Kentucky University

Experience

Savannah joined Stifel in 2024. She brings more than 15 years of experience in community banking and has a reputation for strong client relationships. She serves as first point of contact and fulfills retirement plan administrative duties.

Personal

Outside the office, Savannah enjoys going to her son’s travel baseball games, camping, and traveling. She was born and raised in Leitchfield, but she and her husband, Chad, now live in Alvaton and have two sons, Ethan and Mason.