Meet the Team

Choosing the right investment approach can be stressful.  With so many choices and philosophies, it is usually only in hindsight when we realize which one worked.  For the past 15 years, Ed has personally helped his clients manage their “nest eggs” – the assets they are counting on to fund a defined lifetime income stream, or for some, a legacy with multi-generational financial impact.  Whether it is providing business services, education funding, 529 plans, estate planning strategies, insurance services, IRAs, or retirement planning strategies, Ed has the extensive resources and experience to serve his clients' vast and complex financial needs.

Ed's goal is to help his clients thrive financially by identifying their goals and developing a tailored investment plan designed to help them pursue those goals.  This plan is then fueled using well-researched, individual stock investments that adhere to an objective, non-predictive, unemotional, and disciplined process. 

The core of Ed's philosophy is:

• Focusing on equities – being a shareholder of a diversified portfolio of public companies can be a smart way to help build wealth and maintain purchasing power

• Mitigating investor behavior, as it is a critical driver toward investor success

• Striving to directly own shares in companies rather than investment products

• Having a reasonable, objective, non-emotional approach to help mitigate risk

• Knowing and understanding what you own

• Employing both fundamental analysis, which addresses “what to buy,” and technical analysis, which addresses “when to buy,” and just as important, “when to sell”

Ed has been a Financial Advisor with Citi-Smith Barney (now Morgan Stanley) and Wells Fargo Advisors and joined Stifel in 2020 as a Managing Director/Investments.  He earned a Bachelor of Arts in Politics and Government from the University of Puget Sound and was trained by Dorsey Wright & Associates in Technical Analysis.  He holds Series 7, 31, 63, and 65 securities licenses.

When not working, he is passionate about experiencing the Pacific Northwest waters cruising and racing his Tartan sailboat.  He is a lifelong learner who enjoys reading about history and the markets, golfing, and traveling with his family.  He just celebrated his 27th anniversary to his wife, Annette, and he is looking forward to his daughter completing her senior year at Santa Clara University. Ed is active at Holy Family Parish in Kirkland. He served as a member of the University of Puget Sound Executive Alumni Council and Emerald City Rotary Club for 17 years.  

Lauren McIntosh joined Stifel in December 2015. Along with maintaining administrative business functions and serving clients as needed, Lauren's diverse skill set allows her to provide operational and marketing support for the branch.

With a Bachelor of Arts degree in Journalism from Seattle University, Lauren has a strong background in client communications and public relations. She previously worked as a Content Manager at a local business marketing agency, 4th Avenue Media, and served the Microsoft Corporate Public Relations (PR) and Windows PR teams as an Assistant Account Executive at Waggener Edstrom. After graduation, Lauren worked in Milan, Italy, supporting regional Amazon Italy PR efforts at a boutique agency, Mirandola Comunicazione.

Eager to learn and serve in a dynamic, fast-changing industry, Lauren joined the RMG Group of Stifel to provide personalized client service and a fresh point of view. She holds the Series 7 and 63 securities licenses. A Pacific Northwest native, she enjoys traveling, hiking, spending time with friends and family, and live music.