At Rule 2 Advisors, we work to enhance every client relationship we have built over the years, as well as the relationships we have only begun to cultivate. As our team grows, we want to ensure all of our clients are served with the same level of service they have come to expect – white glove and highly personalized. By adding experienced support, we seek to ensure that our clients are treated in a timely and professional manner.
Tom has been committed to providing customized investment strategies for his clients since 1976 when he started his career with Dean Witter & Co. He eventually moved to Prudential Securities and was offered an opportunity to open his own office for Piper Jaffray in North Scottsdale in 1997. After Piper Jaffray merged, Tom established Robert W. Baird’s first office in Arizona and, in 2007, opened Raymond James’ first office in Arizona. In 2018, he decided to leave management to focus on Rule 2 Advisors with Stifel, due to the shared belief of forming long-term relationships with clients based on honesty and integrity.
Tom is a past executive board member of the Boys & Girls Club of Metropolitan Phoenix and has served as an advisor to the DC Ranch finance committee. He resides in Scottsdale, Arizona, with his wife, Juli, and has four children, Natalie, Christina, Tommy, and Olivia, and one grandson, Ford.
Von has been offering a broad array of wealth management and investment services and alternative investments since 2001. He joined Stifel in 2018 and helps his clients plan for retirement by developing customized risk mitigation strategies while seeking to grow their wealth. He offers a comprehensive array of investment products tailored to his clients’ unique needs, including stocks, bonds, master limited partnerships (MLPs), mutual funds, tactical strategies, closed-end funds, structured products, and other alternative strategies. Whether his clients are seeking tax-advantaged income or help developing their retirement accounts, Von is committed to putting his clients’ interests first.
Von earned a Bachelor of Science in Business Administration from Kansas State University.
He is also a member of Phoenix Rotary 100, the valley’s largest and oldest Rotary club.
Pam has over 35 years of experience in banking, back office mutual fund operations, and the financial services industry. She joined Stifel in 2018 and assists the team in building client relationships, servicing client accounts, and working on special projects. She also holds Series 7 and 63 securities licenses.
Prior to joining Stifel, Pam served as a past member of the Registered Assistant Advisory Council at Robert W. Baird & Co. and was the chairperson in 2006. She takes a special interest in providing the quality customer service that clients have come to expect.
Pam has two daughters, three granddaughters, and one grandson. In her spare time, she enjoys reading, auto racing, and spending quality time with her family.
Denise has more than 35 years of experience in banking and back office life insurance and annuity operations. Joining Stifel in 2018, she assists the team in building client relationships, serving client accounts, and working on special projects. She also holds Series 7 and 63 securities licenses.
Denise and her husband, John, have four children, and four grandchildren. In her spare time, she enjoys traveling, hockey, reading, and spending time with her family.
