Mark began his investment industry career in 1986 with Stofan Agazzi & Company Inc. (now Stofan Agazzi Investments). He earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc. in 1992. Mark has been assisting clients with their investments and corporations with their retirement plans for nearly 40 years.
Mark earned a Bachelor of Arts in Speech from Marquette University and holds Series 7, 24, and 63 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Active in the community, he is on the board of trustees for Silver Cross Hospital since 2004 and is a member of the Plainfield Lions Club. Mark was previously on the board of directors for the University of St. Francis, Joliet, as well as a previous board member and founder for the First Community Bank of Joliet.
George has more than 40 years of experience providing professional investment guidance. He began his career with Stofan Agazzi & Company Inc. (now Stofan Agazzi Investments) in 1979. George earned a Bachelor of Arts in Business Administration from Bradley University and holds Series 4, 7, 27, and 53 securities licenses.
Outside the office, George is a board member of the Joliet Police Pension Fund and a member of the Joliet Exchange Club. He was the past president of Joliet Project Pride, the past president of the Joliet Softball Association, and a past board member of the Diocese of Joliet finance board.
Carroll is a seasoned financial advisor with more than 30 years in the investment industry. Her experience includes marketing, rebranding, and operations at two Fortune 500 companies. She was employed by American Express Financial Advisors, now Ameriprise Financial, and Citicorp Investment Services before being recruited by Stofan Agazzi & Company Inc. (now Stofan Agazzi Investments.)
Carroll holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Active in the community, she is a member of the Joliet chamber of commerce, on the council for Working Women, a past board member of several local organizations, and the originator of the Tim Klotz Memorial Scholarship Fund, in memory of her late husband.
Throughout her career, Carroll has built strong relationships with her clients based on trust, integrity, and open communication.
Irene began her investment industry career with Stofan Agazzi & Company Inc. (now Stofan Agazzi Investments) in 1990. She began working with her parents and two brothers at Stofan Agazzi & Company Inc. as a data entry analyst while working as a Registered Nurse and raising her family. She eventually became a full-time back office employee and then became a Financial Advisor in 1996. She has continued working with the back office, as well as assisting clients with their investment needs.
Irene earned a Bachelor of Science in Nursing from the University of St. Francis, Joliet and holds Series 7 and 63 securities licenses.
Dan began his career at the First National Bank of Joliet’s Trust Department in 1993 prior to joining Stofan Agazzi & Company Inc. (now Stofan Agazzi Investments) in 1995. Dan assists his clients with their investment needs and works with corporate retirement plans. In addition to helping his own clients, he handles deposits and disbursements for the office.
Daniel earned a Bachelor of Arts in Economics from Eastern Illinois University and holds Series 7 and 63 securities licenses.
After earning a Bachelor of Science in Finance from Illinois State University, Ron began his investment industry career in 1988 at Richard B. Vance & Co. in Joliet before joining Stofan Agazzi & Company Inc. in 1995. He also worked in the fire service, retiring as a Lieutenant in 2022 after 37 years with the Lemont Fire Protection District. Ron stays active in the fire community as a board member of the Lemont Fire Protection District pension fund and treasurer of the Lemont Firemen’s Association.
Ron holds Series 7, 27, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
As a financial advisor with a strong tax background, Jessica is focused on helping clients identify and prioritize their financial objectives by implementing personalized investment and tax planning strategies. Prior to joining Stofan Agazzi Investments, Jessica spent 15 years in public accounting, specializing in personal, small business, and estate and gift taxation. This valuable experience inspires her to provide highly personalized service by understanding her clients’ short- and long-term goals, unique tax profiles, and estate planning issues.
Jessica earned a Bachelor of Arts in Accounting from Illinois Wesleyan University, a Master of Science in Taxation from DePaul University, and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). She also holds the Certified Public Accountant designation.
Stifel Independent Advisors and its affiliates do not provide tax advice. You should consult with your tax advisor regarding your particular situation.
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