Henry earned a degree in Management from the University of Wisconsin-Whitewater and continued his studies at U.W. Whitewater, earning a Master of Business Administration (MBA). He began his career in 1983 and joined Stifel in 2007. Prior to joining Stifel, Henry worked at firms that included Piper Jaffray and UBS. He began his financial services career at Merrill Lynch for 16 years.

Henry has achieved a distinguished career in the financial services industry based on two key principles: putting his clients’ interests first and providing exceptional personal service. His areas of expertise include investment planning, risk management strategies, retirement planning, and issues surrounding estate planning.

Henry and his wife are long-time residents of Brookfield. To support his community, Henry is active in his church and several charitable organizations. He also enjoys speaking to community groups on various topics. Outside the office, Henry enjoys fishing.

Mark began his investment industry experience in 1992 and joined Stifel in 2009. Prior to joining Stifel, Mark spent eight years with Smith Barney and more than eight years with Merrill Lynch. 

Mark has extensive experience helping clients manage their portfolios and guiding investors to help them pursue their retirement income goals and objectives. He holds Series 7, 63, and 65 securities licenses.

Mark is an active member in his church as a youth basketball coach and has had Christian world missions experience. He enjoys family activities with his wife, Janet, and their four children.