About Me
Doug began his investment industry career in 1999 and joined Stifel in 2021. Prior to Stifel, he served in various roles with Morgan Stanley, including Branch Manager, Family Wealth Advisor, Senior Vice President, and Portfolio Management Director. Doug focuses on asset management, risk management strategies, wealth planning, and new business development.
Passionate about the community in which he serves, Doug serves as a board member for Sheridan Country Club and for Black Powder Shootout. He also graduated from Leadership Wyoming in 2017. He earned a B.S. from the University of Wyoming and holds Series 7, 9, 10, 31, 63, and 65 securities licenses.
Visit www.doughockett.com for more information.
About Me
Jeff began his investment industry career in 1998 and joined Stifel in 2009. Prior to Stifel, he worked for UBS Financial Services and Piper Jaffray. Jeff first became interested in finance when he was 16 years old – his father opened an IRA for him and placed his first paycheck into the account.
Jeff’s goal is to be a calming voice for all the investment noise that is delivered to clients. By tailoring each investment plan to the individual needs of his clients, Jeff strives to help clients pursue their financial goals.
Jeff earned a B.S. in Composite Marketing from Black Hills State University. He holds Series 7, 9, 10, 63, and 65 securities licenses.
About Me
Jim began his investment industry career in 1983 and joined Stifel in 2010. Prior to Stifel, he worked for Morgan Stanley and Citigroup. He first became interested in finance after watching his older brother become a financial advisor. He is proud to have found friends throughout his business and genuinely enjoys helping clients pursue their financial needs.
Outside the office, Jim participates weekly in Meals on Wheels, which he has done for the past 20-plus years. He earned a B.S.B.A. from Eastern Montana College and holds Series 3, 7, and 63 securities licenses, as well as life and variable insurance licenses (including annuities).
About Me
Patrick began his investment industry career in 2001 and joined Stifel in 2009. Prior to Stifel, he worked for Piper Jaffray and UBS.
Patrick earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. He also holds Series 7 and 66 securities licenses.
Formerly, Patrick served as board member, coach, and referee for Sheridan Amateur Hockey Association. He was also past chairman of the Ducks Unlimited Green Wing Youth Festival. Outside the office, he enjoys playing hockey, golfing, and traveling.
