Roxanne Bryant
Senior Vice President/Investments; Branch Manager
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About Me
From serving in operations to Senior Vice President/Investments and Branch Manager at Stifel’s Wenatchee office, Roxanne has more than 40 years of financial services industry experience. She works closely with multigenerational families of various backgrounds and helps businesses manage their corporate operating funds and 401(k) plans. Roxanne focuses on retiree and pre-retiree income planning through the firm’s advisory services and brokerage capabilities.
Roxanne earned a B.S. in Business Administration from Central Washington University. She is a member of the North Central Washington Estate Planning Council and past board member of the United Way of Chelan and Douglas Counties. She also previously served on the Executive Committee of the NCW Community Foundation. Outside the office, Roxanne loves scuba diving, fishing, and spending time with her grandson.
Roxanne Bryant
Senior Vice President/Investments; Branch Manager
5096648457
From serving in operations to Senior Vice President/Investments and Branch Manager at Stifel’s Wenatchee office, Roxanne has more than 40 years of financial services industry experience. She works closely with multigenerational families of various backgrounds and helps businesses manage their corporate operating funds and 401(k) plans. Roxanne focuses on retiree and pre-retiree income planning through the firm’s advisory services and brokerage capabilities.
Roxanne earned a B.S. in Business Administration from Central Washington University. She is a member of the North Central Washington Estate Planning Council and past board member of the United Way of Chelan and Douglas Counties. She also previously served on the Executive Committee of the NCW Community Foundation. Outside the office, Roxanne loves scuba diving, fishing, and spending time with her grandson.
Beau Bryant, AAMS
Financial Advisor Associate
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About Me
A native of Cashmere, Beau joined Stifel 2018. Having earned the Accredited Asset Management Specialist® designation from the College for Financial Planning, he has received specialized training in wealth management and risk mitigation strategies, tax-efficient investment strategies, and estate planning issues. Prior to joining Stifel, Beau spent time living abroad teaching SCUBA diving, fishing in the Bering Sea, and owning a small business. He holds Series 7, 63, and 65 securities licenses. He is a member of the North Central Washington Estate Planning Council, volunteers at Alatheia Riding Center, and coaches little league sports. Beau and his wife, Anna, enjoy cooking, fishing, skiing, and remodeling their home.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Beau Bryant
AAMS
AAMS
Financial Advisor Associate
5096648463
A native of Cashmere, Beau joined Stifel 2018. Having earned the Accredited Asset Management Specialist® designation from the College for Financial Planning, he has received specialized training in wealth management and risk mitigation strategies, tax-efficient investment strategies, and estate planning issues. Prior to joining Stifel, Beau spent time living abroad teaching SCUBA diving, fishing in the Bering Sea, and owning a small business. He holds Series 7, 63, and 65 securities licenses. He is a member of the North Central Washington Estate Planning Council, volunteers at Alatheia Riding Center, and coaches little league sports. Beau and his wife, Anna, enjoy cooking, fishing, skiing, and remodeling their home.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Michelle M. Paris
Registered Operations Supervisor
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About Me
Michelle began her Stifel career in 2009, bringing with her a wealth of experience from a 14-plus year tenure with Russell Investments, where she served as Administrative Manager for several divisions.
As the Registered Operations Supervisor, Michelle plays a pivotal role in ensuring the seamless day-to-day functioning of our office. She is deeply committed to delivering top-tier service, not only by supporting our advisors, but by creating a welcoming and efficient experience for the team’s clients. Michelle’s genuine care for others is evident in everything she does.
Michelle holds 7, 9 & 10, 63, and 65 securities licenses, as well as life and variable insurance licenses.
Outside the office, Michelle is a volunteer with Chelan-Douglas County C.A.S.A., advocating for children in the foster care system.
When she’s not working or volunteering, Michelle loves spending time outdoors. She also cherishes time with her family and friends, often gathering around the kitchen, her happy place.
Michelle M. Paris
Registered Operations Supervisor
5096638604
Michelle began her Stifel career in 2009, bringing with her a wealth of experience from a 14-plus year tenure with Russell Investments, where she served as Administrative Manager for several divisions.
As the Registered Operations Supervisor, Michelle plays a pivotal role in ensuring the seamless day-to-day functioning of our office. She is deeply committed to delivering top-tier service, not only by supporting our advisors, but by creating a welcoming and efficient experience for the team’s clients. Michelle’s genuine care for others is evident in everything she does.
Michelle holds 7, 9 & 10, 63, and 65 securities licenses, as well as life and variable insurance licenses.
Outside the office, Michelle is a volunteer with Chelan-Douglas County C.A.S.A., advocating for children in the foster care system.
When she’s not working or volunteering, Michelle loves spending time outdoors. She also cherishes time with her family and friends, often gathering around the kitchen, her happy place.
Sheri Baldwin
Senior Registered Client Service Associate
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About Me
Sheri began her financial services career in 2006 and joined Stifel in 2009. She has 40 years of customer service experience in a variety of industries working with clients. Sheri is one of the team’s first points of contact and assists clients with any account-related questions they may have. She is committed to delivering top-tier client service and works to develop long-lasting relationships with their clients.
Sheri attended Shoreline Community College and the University of Washington and holds Series 7, 63, and 65 securities licenses.
Sheri Baldwin
Senior Registered Client Service Associate
5096638604
Sheri began her financial services career in 2006 and joined Stifel in 2009. She has 40 years of customer service experience in a variety of industries working with clients. Sheri is one of the team’s first points of contact and assists clients with any account-related questions they may have. She is committed to delivering top-tier client service and works to develop long-lasting relationships with their clients.
Sheri attended Shoreline Community College and the University of Washington and holds Series 7, 63, and 65 securities licenses.
Lori Galbraith
Senior Registered Client Service Associate
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About Me
Lori began her investment industry career in 2009 and joined Stifel in 2013. Prior to joining Stifel, she worked at Washington Trust Bank and Thrivent Financial. Lori focuses on assisting clients with their administrative needs while delivering a high level of service.
Lori earned an Associate’s in Supervisory Management from Alexandria Technical College and holds Series 7, 63, and 65 securities licenses, as well as life and variable insurance licenses.
Lori Galbraith
Senior Registered Client Service Associate
5096638604
Lori began her investment industry career in 2009 and joined Stifel in 2013. Prior to joining Stifel, she worked at Washington Trust Bank and Thrivent Financial. Lori focuses on assisting clients with their administrative needs while delivering a high level of service.
Lori earned an Associate’s in Supervisory Management from Alexandria Technical College and holds Series 7, 63, and 65 securities licenses, as well as life and variable insurance licenses.
Patrick J. Babst
Senior Client Service Associate
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About Me
Patrick began his financial services career in 2014 at Stifel. He is committed to delivering a high standard of care to clients and assisting with the administrative and operational needs of the team. Patrick earned an Associate’s in Technical Studies with a major in Accounting Technology and Bookkeeping from Wenatchee Valley College. Outside the office, he stays busy coaching his son’s baseball team.
Patrick J. Babst
Senior Client Service Associate
5096638604
Patrick began his financial services career in 2014 at Stifel. He is committed to delivering a high standard of care to clients and assisting with the administrative and operational needs of the team. Patrick earned an Associate’s in Technical Studies with a major in Accounting Technology and Bookkeeping from Wenatchee Valley College. Outside the office, he stays busy coaching his son’s baseball team.
Leslie Nelson
Senior Registered Client Service Associate
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About Me
Leslie began her financial services career at Stifel in 2012. Prior to joining Stifel, she worked in banking for 10 years – two years at a credit union and eight years at Wells Fargo Bank. With a extensive background in client service and operations, Leslie supports the team with scheduling and administrative duties.
Leslie holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
Leslie Nelson
Senior Registered Client Service Associate
5096638604
Leslie began her financial services career at Stifel in 2012. Prior to joining Stifel, she worked in banking for 10 years – two years at a credit union and eight years at Wells Fargo Bank. With a extensive background in client service and operations, Leslie supports the team with scheduling and administrative duties.
Leslie holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
