Mark E. Graham

CIMA

CIMA

Managing Director/Investments; Branch Manager

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I love what I do!  We approach our clients’ goals as if they were our own.  We believe wealth management is more than providing investment guidance, it’s about working closely with clients, aligning our guidance and actions with their real world goals and needs.  It is critical that each client have a well-formulated, personalized wealth management plan.  That’s the starting point for any new relationship. 

I earned a B.A. in Business Administration with an Emphasis in Economics from Point Loma Nazarene University.  I earned the Certified Investment Management Analyst® (CIMA®) designation issued by the Investments and Wealth Institute following coursework for it at the Wharton School of Business, University of Pennsylvania.  It has provided me with in-depth knowledge on complex portfolio construction, investment analysis, and comprehensive wealth management.

My mission is to forge lifelong client relationships built on integrity, competence, and personal service.  This commitment also carries over into the local and international community.  I have been actively involved with homeless youth in Spokane, empowering them to exit street life and become positive influences in their community.  I also have had the privilege, along with my family, of establishing an international ministry devoted to assisting the most vulnerable demographic in Uganda, East Africa.  The mission is to assist in rescuing young girls from sex trafficking and providing long-term aftercare, healing, and most importantly, a bright hope for their future.  I continue to serve on the board of directors of Eternal Hope.

Away from the office, I enjoy exercising daily, working in the garden with my wife, fly fishing, snowboarding, and playing my favorite saxophone.

Eric Allen

Senior Vice President/Investments

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Eric began his investment industry career in 1987 with G.C. George Securities and joined Stifel in 2019.  Prior to Stifel, he spent the majority of his career as a financial advisor with D.A. Davidson & Co. and, most recently, Wells Fargo Advisors.

Having a strong passion for reading great books, Eric earned a B.A. in English from the University of Washington.  After graduation, his goal was to enter the investment industry and study finance and the markets.  In 1988, Eric joined a small brokerage firm, Harper McLean, which specialized in underwriting local municipal bonds.  Eric built his practice by prospecting investors who were looking to beat the bank’s rates.

Eric is a member of the University of Washington Alumni Association and Friends of Manito.  He is also a supporter of Eternal Hope, Vanessa Behan Crisis Nursey, Union Gospel Mission, and the American Israel Public Affairs Committee (AIPAC).

Outside the office, Eric enjoys spending time out in the woods clearing brush or marching around with his two black standard poodles, Scout and Dutch.  He and his wife, Angie, are adjusting to an empty nest, as their children, Ashley, Emily, and Henry, are now out in the world, making their way.  Eric can think of no other place on Earth where a guy like him can achieve the success he has been fortunate enough to enjoy.

 

Timothy Devlin

CRPC, MBA

CRPC, MBA

Senior Vice President/Investments

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Tim brings more than 25 years of investment industry experience to the team.  He joined Stifel in 2021 after serving 12 years with Wells Fargo Advisors and 14 years with Edward Jones.

Tim’s goal is to create a customized wealth management plan that is suited to pursue his clients’ unique goals – that way, they can better focus on what is most important to them.  He is dedicated to providing comprehensive retirement income planning and wealth management strategies to families and high-net-worth individuals to help them grow, manage, preserve, and transition their wealth in the most tax-advantaged way possible.

Drawing on the specialized knowledge gained from obtaining the Chartered Retirement Planning CounselorSM designation, one of Tim’s primary focuses is helping his clients plan for retirement.  He assists clients in understanding where they are today, what will be required for retirement, and what they’ll need to do between now and then.  He not only looks at his clients’ savings and investments, but also the potential impact of Social Security, long-term care expenses, cost of living, and Medicare.

Tim earned an MBA from Eastern Washington University and holds Series 7, 63, and 65 securities licenses.  Outside the office, Tim and his wife, Rachel, stay active with their four children and their local church.  Tim also enjoys playing golf and competes in various tournaments during the summer months.

Steve Nowland

Senior Vice President/Investments

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Steve brings nearly 30 years of experience to the Spokane office, joining the firm in 2020.  Throughout his tenure, he has emphasized personalized wealth management with a focus on income planning based on his clients’ unique vision of their retirement. To do this, he takes a conservative, long-term approach to the investment process, developing strategies that align with his clients’ specific estate and legacy planning needs, along with considering the potential impact of Social Security, long-term care expenses, cost of living, and Medicare.

Steve earned a B.A.B.A in Business Administration from Eastern Washington University and holds Series 7, 8, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).  Outside the office, he is involved with the Spokane Rotary Club and enjoys golfing and spending time at Hayden Lake, Idaho.

Michael Jeremiah

First Vice President/Investments

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Michael has been in the financial services industry since 1999.  Before he began his 17-year career as a Financial Advisor, he worked more than six years as a New Accounts Specialist and Compliance Officer with WM Financial Services.

Michael is committed to helping his clients manage their financial life and address their retirement income needs.  By reviewing his clients’ current income sources and assets, he is able to create a plan designed to supply them with an income stream during retirement and beyond.  This includes a review of his clients’ savings and investments, as well as the potential impact of Social Security, long-term care expenses, cost of living, and Medicare.

Michael earned a B.A. in Social Sciences from Washington State University and holds Series 7 and 63 securities licenses.  Outside the office, Michael enjoys boating and water skiing with his wife, Rhonda, and their four adult children:  Hayden, Hannah, Summer, and Jack.  Michael and his wife enjoy being involved with their church and their community.

Brenda Stone

Branch Operations Manager

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Brenda was born and raised in the small wheat farming community of Harrington, Washington. She has been a resident of Spokane since graduating from high school.

Brenda has worked in various capacities during her 30-plus years in the financial services industry, including Registered Assistant, Operations Manager, and Administrative Manager.  She holds Series 7 and 9 & 10 securities licenses.

Brenda is highly motivated and enjoys developing long-term, healthy relationships with her clients and associates.  She enjoys interacting with clients and fostering a valuable and beneficial experience for each one.  Throughout her career and the various roles she has enjoyed, she still places her highest pleasure in the rewarding experience of assisting a valued client.

Outside the office, Brenda has volunteered with local women’s shelters and organizations that help women get back on their feet and into the workforce.  In her spare time, Brenda enjoys spending time with family and friends, gardening, cooking, entertaining, traveling, and engaging in home décor projects.

Michelle Eggers

Registered Client Service Associate

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Michelle began her financial services industry career in 1995 and joined Eric at Stifel in 2019.  An integral part of the team, she is responsible for staying abreast of industry changes, maintaining regular communication, assisting clients with Stifel’s online services, and opening new accounts.  The best part of her job is building a strong foundation with clients through dedicated and top-tier service.

Michelle earned an A.A.S. in Orthotic and Prosthetic Technology from Spokane Falls Community College in 1990, which took her to the Puget Sound.  After being in the medical field for a number of years, she transitioned into financial services, which still allowed her to serve individuals and families on a personal basis.

Active in her community, Michelle enjoys volunteering with the Susan G. Komen Race for the Cure Tribute Wall and supporting Homeless Backpacks, The Little Red School House, and other causes that help homeless children get the food and supplies they need.

Michelle was excited to return to her native town of Spokane and be closer to her family after being in the Puget Sound area since 1990.

Debbi Long

Client Service Associate

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Debbi began her financial services career in 1980 and joined Stifel in 2021.  Prior to Stifel, she worked in various roles including Client Associate with Wells Fargo Advisors, Realtor/Manager/Administrator with Black Rock Development, and Sales and Marketing Representative with First American Title Company, among others in the industry.  She also co-founded and owned B&B Group in Costa Rica from 1991 to 1995.

Debbi’s experience has led her to develop a solid work ethic, initiative, honesty, organizational skills, a positive attitude, and a high level of professionalism.  She believes in building personal, long-term relationships based on trust, striving to help clients with all their account-related needs while offering ethical, high-quality service.

Debbi has avidly served in various roles in the community, many spanning decades.  These include Women’s Center, North Idaho Building Contractors Women’s Council, Lake City Playhouse Community Theater, Coeur D’Alene Association of Realtors/National Association, Coeur D’Alene Chamber of Commerce, Soroptimist International, NIBCA PWB, and Sate Passage.

Outside the office, Debbi enjoys golfing, hiking, kayaking, and traveling the world.  She is also a self-proclaimed animal lover.  She and her husband, Jeff, were married in 2012 in Hawaii.  They currently reside in Liberty Lake.

John Graham

CIMA

CIMA

Financial Advisor

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John began his investment industry career at Stifel in 2023 and brings unique corporate skills and experience to the team.  He has worked alongside senior executives at many different companies throughout the world, serving in finance-related roles.

John’s passion is working closely with clients and providing comprehensive financial guidance to help them pursue their financial goals.  He believes that a core element to successful wealth management is a relationship built on trust that is strengthened over time.  He seek to build his relationships by aligning his actions and guidance with his clients’ goals.

John graduated from Biola University with a B.S. in Business Administration, where he served as captain of the golf team.  Outside the office, he enjoys spending time with family, golfing, skiing, and fly fishing.