About Me

Bob joined Stifel as a Managing Director/Investments for Valley Wealth Management Group in 2020, after more than two decades with Wells Fargo Advisors and its predecessor firms. He has more than 40 years of investment industry experience.

Bob began his career in 1983 at Gruntal & Co. Incorporated. He graduated from Lehigh University with a Bachelor of Science in Business and Economics – Finance. Bob provides personalized financial guidance for high-net-worth individuals, families, and businesses.

Bob and his wife, Jackie, live in Allentown and are avid golfers.

Licenses
• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• Life, Health, and Variable Insurance

Awards
• Barron’s Top 1,000 Financial Advisors, 2009
• Forbes’ Best-in-State Wealth Management Teams, 2025
 
Memberships
• Society of Seniors, Member
• Easter Seals, Member
 
Philosophy
Bob provides comprehensive investment planning by helping clients identify and organize their lifelong goals and create a plan designed to supply them with the income stream they deserve now and in retirement.

Barron’s Top 1,000 Advisors, February 9, 2009, based on the 12-month period ending September 30 of the year prior to publication, are selected from a pool of over 4,000 nominations each year. Advisors in the Top 1,000 Advisors have a minimum of seven years of financial services experience. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Forbes’ Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. Neither Barron’s, Forbes, nor SHOOK Research receives compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. For more information on the Forbes’ methodology, see www.stifel.info/award-disclosures.

About Me

Josh joined Stifel with the Valley Wealth Management Group in 2020, coming from Wells Fargo Advisors.

Josh began his career at Morgan Stanley in 2013, serving both individual and institutional clients. He provides custom and comprehensive investment planning to affluent investors and their families and helps businesses effectively manage their corporate retirement plans. Away from the office, Josh is involved in his community, serving on a nonprofit board and coaching athletics. He was named the 2017 Morning Call Baseball Coach of the Year, after guiding Wilson Area School District to a record-setting season. Josh and his wife, Meghan, a teacher, live in the Lehigh Valley with their sons, Carter and Rhett.

Licenses
• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• Life, Health, and Variable Insurance

Memberships
• Team Pulte, President
• Big Brothers Big Sisters of the Lehigh Valley, Board Chair and Executive Committee (Past)
• Allentown YMCA, Executive Council (Past)

Awards
• Forbes’ Top Next-Gen Wealth Advisors Best-in-State, 2024 and 2025
• Forbes’ Best-in-State Wealth Management Teams, 2025

Philosophy
Taking a simple approach to working with his clients, Josh believes that communication paired with individualized investment strategies are key elements to developing successful and long-term investment plans. Creating a tailored investment plan is a process, so as your life circumstances change, so too will your plan. Josh will help you navigate this process so your investments stay aligned with your long-term goals.

Forbes’ Best-in-State Next-Gen Wealth Advisors rankings are based on the 12-month period ending March 31 of the year of publication and Forbes’ Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.

About Me

Lori joined Stifel as a Registered Client Service Associate for Valley Wealth Management Group in 2020, after 18 years with Wells Fargo Advisors and its predecessor firms. She holds Series 7 and 63 securities licenses. She is an avid animal lover and lives in Allentown with her cats and dogs.

Team Responsibilities  
When you call the office, there is a great chance that Lori will be the first person to greet you! She strives to ensure that our clients’ administrative, trading, and operational needs are quickly addressed. Her day-to-day activities include:

• Account opening
• Updating existing accounts
• Answering questions regarding client statements
• Executing trades
• Assisting with account transfers