
Phillip Hamilton began his investment industry career in 1992 and joined Stifel in 2000. He earned a Bachelor of Arts degree in English from Eureka College and holds Series 7, 9 & 10, 63, and 65 securities licenses and Accredited Investment Fiduciary® (AIF®) designation. Prior to joining Stifel, Phillip worked in Wealth Management at Oppenheimer.
Phillip’s approach keeps every strategy aligned with the client’s priorities and long‑term goals. His investment philosophy is grounded in developing portfolios that reflect each client’s individual objectives and risk profile. He focuses on Missouri municipal bonds and fixed‑income strategies, while also incorporating cost‑efficient ETFs to support long‑term financial objectives.

Patrick joined Stifel in 2025 and brings nearly five years of experience in the investment industry. He began his career in 2021 at M1 Finance, where he worked in both operations and client-facing roles, helping clients navigate investing, trading, and operational challenges.
Patrick earned his Bachelor of Science in Business degree in Finance and Real Estate from Indiana University’s Kelley School of Business. He holds Series 7, 63, and 65 securities licenses.
His investment philosophy centers on creating custom-built portfolios tailored to each client’s goals and risk tolerance. Patrick specializes in Missouri municipal bonds and fixed-income strategies, while also incorporating other products and services to align with client objectives. His approach is purpose-driven, focusing on clients’ priorities and long-term financial success.

Sharon F. Coleman brings more than 25 years of experience in the financial services industry. She began her career in 1995 and joined Stifel in 2000.
Throughout her career, Sharon has been recognized for her dedication, professionalism, and warm approach. She has built a strong reputation for delivering premium administrative support and ensuring clients receive a seamless, attentive, and highly personalized experience. Her reliability and commitment make her an essential member of the team.
Sharon also plays a key role in maintaining smooth daily operations while supporting advisors and clients with precision. She is deeply dedicated to creating an environment where clients feel valued, informed, and confident in the service they receive.
