Since becoming a financial advisor, John has learned that managing his clients’ behavior is equally as important as helping them manage their investments. He avoids following the herd by taking measures to prevent his clients from making emotion-based investment decisions. Investing can be enjoyable and given the opportunity to be successful when conducted in a rational manner.
John began his investment industry career in 1984 with McLaughlin, Piven, Vogel, Inc., where he primarily specialized in fixed income securities. In 1988, he joined A.G. Edwards (now Wells Fargo Advisors) and expanded his practice to include equities, options, mutual funds, and insurance products. In 2009, John joined Stifel for its client-first culture and entrepreneurial spirit. Stifel also offers the investment products of a large firm with the personal touch of a boutique.
John enjoys traveling the world and experiencing different cultures with his wife. They are focused on spending their kids’ inheritance, and he encourages his clients to do the same!
Aimee has more than 30 years of financial services experience and joined Stifel in 1999. Prior to becoming a Managing Director/Investments and Branch Manager of the Portsmouth, New Hampshire, branch, she worked at Stifel’s home office in St. Louis, Missouri, as the Managing Director of Wealth Planning, Insurance, and Annuities. Aimee began her career at Stifel in the Financial Planning Department before helping develop the Wealth Planning Department. Additionally, she managed a specialized program for high-net-worth investors that she created in 2008.
Aimee began her career with Merrill Lynch in Chicago, co-managing coverage of 12 institutional investor relationships.
Aimee holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including long-term care and annuities). In addition, she has attained the Accredited Wealth Management Advisor® and Certified Estate Planner® designations and is a member of the College for Financial Planning Alumni Association and Financial Planning Association.
In her free time, Aimee enjoys traveling, exploring different cultures, hiking and anything active outdoors.
Brendon joined Stifel’s Portsmouth, New Hampshire, branch in 2025. As a member of the Navigator Wealth Advisory Group, he is involved in the wealth management and investment selection process, supporting John and Aimee in developing wealth management strategies to help clients pursue their needs and goals.
Brendon, a graduate of Bates College, began his career in 2017 with Boston-based asset manager Eaton Vance, where he held the role of Mutual Fund Services Representative. Prior to joining the Navigator Wealth Advisory Group, Brendon spent seven years at Columbia Threadneedle Investments, where he held multiple positions, most recently, Regional Advisor Consultant. In this role, Brendon partnered with financial advisors to provide insight, analysis, and recommendations to the investment selection process.
Brendon earned the Charter Financial Analyst designation in 2022 and the CERTIFIED FINANCIAL PLANNER® certification in 2023. Brendon also holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
Brendon resides in Yarmouth, Maine, with his wife, Charlotte, and their two rescue dogs, Roka and Coqui. Outside the office, he enjoys staying active and spending quality time with family and friends. Brendon’s hobbies include fishing, golf, skiing, and exploring the outdoors when the unpredictable Maine weather allows for it.
Originally from New York, Reina began her financial services career with Stifel in 2022, shortly before graduating from the University of New Hampshire. She provides thoughtful, personalized service and builds lasting client relationships. No matter the question or challenge, big or small, Reina is happy to assist and help clients find the answer to their account-related needs.
In her free time, Reina enjoys running, paddleboarding, and finding new ways to stay active, especially outdoors. She values connection, curiosity, and continuously seeking growth both personally and professionally.
