Sumner Schachter of Stifel celebrates 30 years as a financial advisor
Stifel, Nicolaus & Co. Inc. congratulates Sumner Schachter, CFP, senior vice president/investments and branch manager, on his 30th anniversary of serving investors in Glenwood Springs and the Roaring Fork Valley.
Schachter left a successful career as an educator to become a financial advisor in 1983. In 2003, he joined Stifel and established the firm’s Glenwood Springs office, where he was joined by longtime partner Michael McCallum, first vice president/investments and co-branch manager. 2013 marks the 15th anniversary of their partnership. Together, they lead an experienced team of financial advisors. In addition to McCallum (33 years of investment industry experience, 25 in the valley), the team consists of Cameron Williams, CFP, vice president/investments (26 years of investment industry experience, five in the valley) and new addition Rodney Naylor, financial advisor, who recently joined Stifel after spending 23 years in the banking industry, including nine in the valley and eight years as a bank president. They receive support from Registered Operations Coordinator Tracey Westhoff, a Stifel associate since 2006, and Client Service Associate Marie Lavin, who joined the firm in 2008.
“I have been fortunate to be able to make Glenwood Springs my home for over 40 years,” said Schachter. “After a teaching career here, I have been able to continue to serve the community by providing financial services and advice and building the trust of a great clientele. I have clients I have worked with for 30 years, including multiple generations. I am also fortunate to work with a great team and have a trusting and fun partnership with Mike McCallum for over 15 years. Rodney Naylor is a great addition to our office and enhances our ability to serve the needs of local investors.”
The members of the Glenwood Springs office continue to be active in the community. Schachter has volunteered his time to a number of civic and volunteer organizations, including Literacy Outreach, the Roaring Fork School District, the Glenwood Springs Rotary, and the Valley View Hospital Foundation Board. McCallum is the current board chair of the Glenwood Springs Chamber Resort Association, past president of the Glenwood Springs High School Booster Club, past chair of the city of Glenwood Springs Financial Advisory Board, and past president of the Glenwood Springs Kiwanis. Naylor donates his time to the Glenwood Springs Lions Club.
Stifel’s Glenwood Springs office is located at 2520 S. Grand Ave. and can be reached by calling (970) 945-5275 or toll-free at (866) 503-6632.
Alpine Bank commends employees
Alpine Bank would like to congratulate Kjerstin Hill, Garret Jammaron, David Miller, Jenny Sauer, Allison Nadel and Noel Hansen on their recent graduation from the University of Colorado’s Graduate School of Banking at Colorado (GSBC), a 25-month program geared towards community banking professionals. Each employee spent two weeks of the summer in Boulder completing the challenging curriculum.
Hill began her banking career in 1996 as a teller at Horizon Drive Alpine Bank. In 2000, she joined a team of two others in the newly formed Internet Banking department. Thirteen years later, she now manages both the Internet Banking and Treasury Services departments, which have grown to handle 65 percent of Alpine Bank’s total customer interactions.
Jammaron was born and raised in the Roaring Fork Valley and graduated from CU Boulder in 2009 with a BA in Economics. He began his career with Alpine Bank through an internship in the summer of 2008 and was later accepted in the Management Trainee program upon his graduation. Jammaron currently specializes in loan portfolio management and stress testing for the bank’s central loans department and has been an active volunteer on the Crystal River Chapter of Ducks Unlimited for the past four years.
Hansen is a Midwest kid at heart, and grew up in Jordan, Minn. She joined Alpine Bank in July 2001 after graduating from Luther College in Decorah, Iowa, with a communications degree. Since then, Noel has earned a graduate degree in marketing and management from SMU. Hansen has always been active in the Summit County community. Currently, she serves on the board for Advocates for Victims of Assault and also volunteers with the Girls on the Run program at Frisco Elementary.
Miller started with Alpine Bank in 2004 bringing with him more than 25 years of I.T., business and consulting experience. He holds an MSS in Social Policy Research from the Graduate School of Social Work and Social Research, Bryn Mawr College and a BS with Distinction in All Subjects, Social Science/Engineering from the College of Human Ecology, Cornell University. Miller is active in the community and currently serves as chair for the Local Advisory Committee of KRMJ (Rocky Mountain PBS), on Mesa County School District No. 51’s Gifted and Talented Education Advisory Council, and numerous other volunteer efforts. He also chairs Alpine Bank’s Green Team.
Sauer grew up on a small farm just outside of Eugene, Ore. She holds a degree in Agribusiness from Cal Poly in San Luis, Obispo, Calif., with a concentration in Finance/Appraisal. In 2007, she joined Alpine Bank Aspen as a teller and was later accepted in the bank’s management training program at the end of 2010. Sauer currently sits on the board of directors for both the Roaring Fork Conservancy and Blue Lake Preschool.
Nadel is a true Colorado Native, having been born and raised in Ridgway. She started with Alpine Bank Montrose in 2002, relocated to open the Durango location in 2005, and moved back to Alpine Bank Montrose in 2008. Allison graduated from Fort Lewis College magna cum laude in 2007 with a business administration/management degree. She has always been active in her community and is currently the chair of the Montrose advisory board for Hospice & Palliative Care of Western Colorado as well as a volunteer for special events. She is also an active member with Altrusa International of Montrose and is acting as the current president.
Small business seminars
The Roaring Fork Business Resource Center and Colorado Mountain College will present an informative business seminar series this fall.
Five seminars will be held at Colorado Mountain College campus in Rifle, Glenwood Springs, Carbondale, and Aspen. Each seminar is $40, or participants can sign up for all five at a discounted price of $175.
The seminars are designed to provide small business owners and entrepreneurs with the resources and tools they need to successfully run their organizations. Remaining seminar topics include: Successful Retail is in the Detail (Thursday, Oct. 3, in Aspen) and Public Relations Techniques and Practices (Thursday, Oct. 10, in Glenwood Springs).
For full seminar descriptions, visit rfbrc.org. Advanced registration is recommended and may be done online or by calling 945-5158.
Secrets of Small Business Funding
This forum from 8 a.m. to noon Wednesday, Oct. 16, introduces entrepreneurs and small business owners to capital resources needed to start or grow their business. This $20 forum takes place at Colorado Mountain College Glenwood Center, 1402 Blake Ave. in Glenwood Springs. For more information, call 945-5158 or go to http://www.rfbrc.org.
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