In my youth, my family operated grocery stores in the Midwest. With all of us pitching in to help the business, I acquired a solid work ethic and discipline at only eight years old. When I turned 13, my interest in the stock market flourished, and with my father’s guidance, I purchased my first investment on the New York Stock Exchange.
Throughout my 30-plus years at Stifel, my experience has inspired me to think strategically when helping you in your quest toward building wealth and managing your investments. It is my responsibility to tailor your unique plan to your financial goals, changes in your lifestyle, your risk tolerance, and your investment horizon.
As the leader of The Brummet Team, my principal role is to oversee the creation and evaluation of your overall customized wealth management plan. I hold the Certified Wealth Strategist® designation from the Cannon Financial Institute and the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies, through which I gained more in-depth knowledge of market complexities and a fundamental understanding of the principles of fiduciary responsibility and processes for meeting a defined standard of care.
Outside of Stifel, I have a family farm with my wife, Jane. We have horses, donkeys, chickens, goats, cattle, dogs, cats, and more. I recently took up Mounted Shooting and have won two World Championship titles in the sport. My wife and I previously sponsored a Wounded Warrior project with our horses through Fort Leonard Wood. I also enjoy spending time at Table Rock Lake and going to Cardinals games and horse events. You can also find me spending as much time as I can with my wonderful grandkids.
I began my career with Stifel in 2014 and joined The Brummet Team in 2017 as a Financial Advisor Associate after working as a Client Service Associate in Stifel’s home office and in the Columbia, Missouri, branch. Through my experience in different roles within Stifel, I am able to focus on client service while working in a collaborative team structure to design, deploy, and periodically review your personalized wealth management plan with you. My goal is to continually help you put together the pieces of your financial puzzle and address your questions and concerns thoroughly and in a timely manner.
Outside of the office, I reside in Ashland, Missouri, with my husband, Aaron, and my two step-daughters, Hailey and Ava. I enjoy spending as much time as possible with my family and traveling as often as I can.
I look forward to extending my service and knowledge to you and your family.
Throughout my nearly 20-year career in the financial services industry, my focus has been to continually strive for excellence when it comes to delivering a personalized client service experience. I spend a great deal of time studying investment products and strategies to support the team’s overall investment planning process. Leveraging my experience, I guide clients to make informed decisions that align with their risk tolerance and ever-changing needs.
I graduated from Webster University in St. Louis with an MBA. I also earned the Certified Retirement Counselor® designation from the International Foundation for Retirement Education and hold Series 7 and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Prior to joining Stifel, I worked for Chrysler Corporation as an Accounting and Payroll Supervisor. I began my financial services career in 2003 with a fraternal organization, Thrivent Financial for Lutherans. After working with Stifel as a client for 20 years, joining The Brummet Team was a natural fit.
I live outside of Sullivan, Missouri. I am a past board member of the Franklin County Red Cross. Outside of work, I can be found reading, going to Table Rock Lake, spending time with my nieces, as well as singing and playing guitar. I am always looking for my next “gig.”
Paige joined Stifel in 2020 and works internally with our team to complete office-wide initiatives. In a short amount of time, she has become a true asset to our team and is willing to take on any challenge and task presented. Her goal is to make a positive, direct impact on our clients’ day-to-day service needs and provide them with the best support possible. Outside the office, she enjoys spending time with her family at the local saddle club, attending sporting events, and trail riding on the weekends.
With a strong background in client service and previous experience as a business owner, Sam brings a wealth of knowledge and a practical, people-first mindset to The Brummet Team. As an instrumental member of a close-knit team of five, she helps support client service and daily operations with precision and care.
Outside of work, Sam is a proud mom to a 23-year-old son and a 14-year-old daughter who keep life full and rewarding. She enjoys spending time outdoors, reading a good book, going to live concerts, and never saying “no” to a well-made iced coffee.
Please join us in welcoming Sam to our growing team! The next time you call or visit The Brummet Team office, feel free to say hello to Sam and introduce yourself. Thank you for your time and consideration.
