Jon has been in the investment industry since 1984 and has managed investment offices and complexes since 1998. He provides comprehensive wealth management strategies, such as investment planning, retirement planning, financing, and legacy planning, to high-net-worth individuals, corporations, endowments, and retirement plans.
Jon earned a B.A. in Economics from Bucknell University. Active in the Birmingham Bloomfield, Michigan, community, he is involved with many local and charitable endeavors, most notably RacquetUp Detroit, where he has had an active role since 2009.
Outside the office, Jon is an avid sports enthusiast and high-level tennis and squash player. He has been married to his wife, Amanda, since 1987, and together they have three daughters and one son. Jon’s daughter, Sara Uffelman, joined the team in 2021 as a Financial Advisor Associate.
Sara began her investment industry career with Stifel in 2021 after spending the previous 13 years as a Graphic Designer and Creative Director. In her current role as a Financial Advisor Associate, she works closely with clients on account management, retirement planning, and ongoing portfolio reviews, helping them navigate important financial decisions with confidence.
Sara believes successful wealth management begins with understanding each client's unique goals and priorities. Her background in art and design brings a distinctive perspective to investment planning, as she views thoughtful portfolio construction as both a science and an art. Drawing on analytical discipline and a creative problem-solving mindset, she helps develop personalized strategies tailored to each client's objectives, time horizon, and risk tolerance.
Sara earned a B.A. from the University of Michigan and holds Series 7, 63, and 65 securities licenses.
Cort began his career in the financial services industry through internships with Oppenheimer & Co. in 2018 and Merrill Lynch in 2019. After graduating from Miami University, he spent nearly five years in the executive search industry with Phaidon International in Chicago. During that time, he built strong relationships with clients, developed expertise in consultative sales and client service, and gained valuable leadership experience managing a high-performing team of consultants.
While Cort enjoyed his experience in executive search, it ultimately reinforced his passion for the financial services industry and his desire to build a career centered around working with people and developing meaningful, long-term relationships. In 2026, Cort returned home to Bloomfield Hills, Michigan, and joined Stifel as a Client Service Associate, beginning the next chapter of his career in wealth management.
Cort earned a B.A. in Political Science and Strategic Communications from Miami University in 2021. He is passionate about continuing to expand his investment industry knowledge and takes pride in getting to know clients personally, understanding their needs, and helping provide them with a highly personalized experience. Outside of the office, Cort enjoys boating, traveling, and spending time with family and friends.
Maral began her investment industry career in 2002 and joined Stifel in 2019. Prior to Stifel, she worked for Merrill Lynch and the Federal Reserve Bank of Chicago. She focuses on providing clients the best support possible through a high level of service and account management.
Maral earned a B.A. in Economics from the University of Michigan – Dearborn and holds Series 7, 63, and 65 securities licenses.
Anush joined Stifel in 2025 with over 20 years of experience in client service and team leadership. She brings a strong foundation in business operations and a detail-oriented approach to delivering exceptional support. Known for her strategic mindset and people-first philosophy, Anush is excited to grow within the wealth management industry and contribute to Stifel’s commitment to excellence.
Outside of work, Anush enjoys spending time with her husband, Steve, and their three daughters.
