Gregory Garcia, CPWA, CRPC
Senior Vice President/Investments
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About Me
Greg began his investment industry career in 1992 and joined Stifel in 2022. Prior to joining the industry, he gained valuable experience through his various jobs: running a business, working in government, operating a farm, dabbling in real estate, and serving the community through education, athletics, and veteran services.
Greg’s overriding passion of helping people and solving problems was fully realized by becoming a financial advisor. He truly enjoys helping high-net-worth individuals analyze their financial situations by determining and working toward their financial goals.
Greg earned a B.B.A. in Accountancy from the University of Notre Dame and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance (including annuities). He also holds the Certified Private Wealth Advisor® and Chartered Retirement Planning Counselor™ designations.
Outside the office, Greg serves as a trustee on the Mt. Carmel Health and Wellness Center, as well as the Mt. Carmel Veteran’s Service Center. He is also a member of Legatus and the Rotary Club of Colorado Springs.
Along with his wife, Gregory is very proud of his sons – who are known to be good men, productive citizens, and accomplishing good in their communities.
Gregory Garcia
CPWA, CRPC
CPWA, CRPC
Senior Vice President/Investments
7192275824
Greg began his investment industry career in 1992 and joined Stifel in 2022. Prior to joining the industry, he gained valuable experience through his various jobs: running a business, working in government, operating a farm, dabbling in real estate, and serving the community through education, athletics, and veteran services.
Greg’s overriding passion of helping people and solving problems was fully realized by becoming a financial advisor. He truly enjoys helping high-net-worth individuals analyze their financial situations by determining and working toward their financial goals.
Greg earned a B.B.A. in Accountancy from the University of Notre Dame and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance (including annuities). He also holds the Certified Private Wealth Advisor® and Chartered Retirement Planning Counselor™ designations.
Outside the office, Greg serves as a trustee on the Mt. Carmel Health and Wellness Center, as well as the Mt. Carmel Veteran’s Service Center. He is also a member of Legatus and the Rotary Club of Colorado Springs.
Along with his wife, Gregory is very proud of his sons – who are known to be good men, productive citizens, and accomplishing good in their communities.
About Me
Michael began his investment industry career in 2017 and joined Stifel in 2022. Prior to joining the industry, Michael worked in corporate retail and fundraising consulting, where he gained valuable experience. It wasn’t until a few years after his college graduation that he found his calling, overhearing a client say: “If it wasn’t for what Greg has done, I wouldn’t be able to live the way I’m living today.” This comment, capturing the fundamental value of a financial advisor, sparked the interest that began his career.
Michael earned a B.B.A. in Marketing from the University of Notre Dame, where he played as a walk-on football player and recently served as a board member of the Notre Dame Club of Denver. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance.
Outside the office, Michael serves as an extraordinary minister for his local Catholic parish. He is deeply devoted to his family, friends, and the University of Notre Dame. Michael prides himself in being patriotic – he loves this country, its founding constitution, and the many men and women who serve in the military, including family and close friends. Out of everything, Michael is most proud to be a husband, father, son, and brother.
Michael Garcia
CPWA
CPWA
Financial Advisor
7192275827
Michael began his investment industry career in 2017 and joined Stifel in 2022. Prior to joining the industry, Michael worked in corporate retail and fundraising consulting, where he gained valuable experience. It wasn’t until a few years after his college graduation that he found his calling, overhearing a client say: “If it wasn’t for what Greg has done, I wouldn’t be able to live the way I’m living today.” This comment, capturing the fundamental value of a financial advisor, sparked the interest that began his career.
Michael earned a B.B.A. in Marketing from the University of Notre Dame, where he played as a walk-on football player and recently served as a board member of the Notre Dame Club of Denver. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance.
Outside the office, Michael serves as an extraordinary minister for his local Catholic parish. He is deeply devoted to his family, friends, and the University of Notre Dame. Michael prides himself in being patriotic – he loves this country, its founding constitution, and the many men and women who serve in the military, including family and close friends. Out of everything, Michael is most proud to be a husband, father, son, and brother.
Brian Deeds
Registered Client Service Associate
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About Me
Brian joined Stifel in 2022 and brings with him nearly 25 years of experience in a variety of industries, including telecommunications, performance nutrition as a training and education consultant, and brewing science.
Brian is responsible for employee onboarding and streamlining processes to improve efficiencies, as well as delivering a top-tier client service experience. He holds Series 7 and 66 securities licenses.
Outside of the office, Brian enjoys weight lifting, fishing, canoeing, camping, hiking, mountain biking, and playing the guitar.
Brian Deeds
Registered Client Service Associate
7192275828
Brian joined Stifel in 2022 and brings with him nearly 25 years of experience in a variety of industries, including telecommunications, performance nutrition as a training and education consultant, and brewing science.
Brian is responsible for employee onboarding and streamlining processes to improve efficiencies, as well as delivering a top-tier client service experience. He holds Series 7 and 66 securities licenses.
Outside of the office, Brian enjoys weight lifting, fishing, canoeing, camping, hiking, mountain biking, and playing the guitar.
