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 is a dedicated Financial Advisor Associate who embarked on her investment industry career with Stifel in 2021. Working in a collaborative environment, she brings a fresh perspective and a new passion for helping clients pursue their financial goals. Sara primarily provides support for clients through account management, retirement planning, and periodic performance update discussions. She believes in building strong relationships based on trust and understanding, ensuring that each client receives personalized strategies for their unique needs.
Outside the office, Sara’s creativity shines through her love for design. She enjoys exploring various artistic mediums and finding innovative ways to express herself. She carries this creative mindset into her approach to her investment career.
Sara earned a B.A. from the University of Michigan, Ann Arbor, and holds Series 7, 63, and 65 securities licenses.
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.
