Stofan Agazzi Investments

Mark Stofan, CFP


George Stofan

Financial Advisor

Carroll Klotz

Financial Advisor

Irene Celander

Financial Advisor

Daniel Murphy

Financial Advisor

Ron Lambert

Financial Advisor

Jessica Martin, CPA, MST

Financial Advisor

Planning Your Financial Future

Starts Today.

We believe planning is the most critical element to pursuing financial success. We operate under the philosophy that a well-developed, yet flexible financial plan is essential to providing an outstanding and relevant level of service to each and every client we serve.
Let's Start Planning
Couple on Couch Looking at Stifel Wealth Tracker App on iPad

Stifel Wealth Tracker

View your accounts, analyze investments, and access exclusive market updates, research, and more.

Virtual meeting

Connect with Us

We look forward to hearing from you and discussing your financial goals.