Clint works with his clients to understand their financial goals, to implement a recommended investment approach, and to ensure that the effectiveness of their work is periodically reviewed with them.
Clint began his career in the financial services industry in 1994 and has been a financial advisor since 2006. He joined Stifel in 2019 from another major investment firm. Prior to becoming a financial advisor in 2006, he was a commercial banker for more than 10 years.
Clint earned a B.A. in Finance from the University of Northern Iowa and an MBA from the University of Southern California. Clint’s professional credentials include the Certified Private Wealth Advisor®, Certified Plan Fiduciary Advisory®, and Chartered Retirement Planning Counselor™ designations.
Clint and his wife, Ingrid, live in Olathe, Kansas, where they have raised their two young adult sons. The Anderson family is actively involved with their church, where he serves as a deacon. Additionally, Clint serves as a regional volunteer with Trail Life USA. He enjoys outdoor activities, travel, current events, and time with his family.
Courtney exclusively supports Clint’s practice and their clients. She joined Stifel in 2019 and is committed to providing exceptional client service in the operational and administrative areas. Courtney has a deep background in financial services operations and marketing. Her prior professional experience includes working at the home office for a national wealth management firm and for a mutual fund recordkeeper.
Courtney lives in Lee’s Summit, Missouri, and has three young adult children. Outside the office, she enjoys lake activities, flower gardening, live music, caring for her dog, and spending time with her kids and family.
Certificates
Licenses
Awards
Education
AR State License
CA State License