Our Team

Michael J. Portman, CRPC^®

Associate Vice President/Investments

portmanm@stifel.com

 

Mike joined Stifel in September 2013 after a nearly combined 13 years as a  Financial Consultant with Merrill Lynch and A.G. Edwards.  He began his financial career spending nearly 21 years in lending and management with banks in the St. Joseph market.  He has been active in the local community serving on past boards or leadership positions with various organizations including Community Housing Ministry, Pony Express Historical Society, United Way, Buchanan County Tourism Board, Chamber of Commerce, and Ducks Unlimited. Mike completed his Chartered Retirement Planning Counselor designation from The College for Financial Planning.

 

 

 

Craig began his career as a Financial Advisor in 1993 with A.G. Edwards and later Merrill Lynch, joining Stifel in October 2013.  He has a Bachelor of Science degree in Business Administration from Kansas State University and is a lifelong resident of Wathena, Kansas, having served on the City Council there for 13 years.  He is also an active Boy Scout leader, member of the Wathena Masonic Lodge, Kansas State Alumni Association, and a member of Moila.  Craig loves spending time with his wife, Renee, and three kids and volunteering in his community.  Some of their best times spent are going to K-State football games and scouting events. 

Chuck Sinclair, CFP^®

Julie Barber
Operations Manager
barberj@stifel.com

Julie has over 30 years of experience in the financial services industry, beginning her career as an Administrative Assistant in 1988 with Blunt Ellis & Loewi.  She joined Stifel in October 2013 after working for A.G. Edwards & Sons, Inc. and later Merrill Lynch.  Julie became a Registered Client Service Associate in 1993 and has Series 7 and Series 63 licenses.

 In her current position, she assists with the daily operations and management of the office as well as handling administrative duties for several Financial Advisors.

Outside of the work place, Julie enjoys being with family.  She never tires of spending time with her two adult children, four grandchildren, and helping her siblings care for their elderly parents.

Heidi’s mission is to work diligently to earn your trust and provide you with a high level of service.  She works closely with financial advisors in collecting and processing investment and economic information used in designing and implementing the team’s investment process.  She strives to utilize every tool available to ensure a personalized approach when serving your needs.

Heidi has 22 years of financial services experience.  She holds Series 7 and 66 (63 and 65 combined) securities licenses.  She earned a Bachelor of Science from Northwest Missouri State University and calls the St. Joseph, Missouri, community home. 

Heidi has been a member with the St. Joseph’s Chamber of Commerce for more than 20 years. She serves as a local Chamber of Commerce diplomat and a member of the Cathedral of St. Joseph. She has also been active with Junior League of St. Joseph, and with high schools on various PTSA/Booster clubs.  During college, she served as a board member with the Phi Phi chapter’s Alpha Sigma Alpha Alumni.

Heidi has been married for more than 20 years and has two children. When not in the office, she enjoys spending time with her family, donating time back to the community, and watching her son play various sports.