Marie H. Steinman

CFP

CFP

Senior Vice President/Investments

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Marie began her investment industry career in 2004 and joined Stifel in 2020.  Prior to joining Stifel, she worked at UBS Financial Services and Merrill Lynch Bank of America.  Before joining the finance industry, she spent seven years at Air France as Divisional Director, International Corporate Sales Director, and Reengineering Process Project Manager, reporting to the CEO.  She began her career as an Analyst for the Lloyd’s Bank in London.

Marie is dedicated to understanding the financial priorities of high-net-worth individuals, providing them with personalized attention and disciplined, customized investment strategies.

Leveraging the robust resources and services of Stifel, one of the nation’s leading wealth management and investment banking firms, Marie is well-positioned to address a variety of client needs, including cash flow, wealth and legacy planning, trust and estate planning strategies, tax planning strategies, and more.  She received invitations to the Barron’s Top Women Advisors summit and the Fortune Most Powerful Women Summit.  She attained the CERTIFIED FINANCIAL PLANNER™ certification awarded by the College for Financial Planning and holds Series 7 and 66 securities licenses.

Marie and her husband compete in marathons and have four children.  Marie is also a former nationally ranked junior chess champion.

Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE.  Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested.  Neither Stifel Trust Companies nor affiliated companies provide legal or tax advice.

Stifel does not provide legal or tax advice.  You should consult with your legal and tax advisors regarding your particular situation.

Michael Tomlinson

Senior Vice President/Investments

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Robert (Mike) Tomlinson began his investment industry career in 2004 and joined Stifel in 2016.  Prior to Stifel, he worked for Wells Fargo Advisors, UBS Financial Services, and Morgan Stanley Dean Witter.  As a portfolio manager in Stifel’s Solutions Program, Mike adapts strategies designed to combine customized investment management with the ability to quickly react to market conditions for clients who choose discretionary advisory services.

Mike earned an M.F.A. from Temple University – Raleigh and holds Series 7, 31, and 66 securities licenses.

The Solutions program requires a minimum investment, which varies by strategy.  Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program.  Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio.  You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.

Susan Carballo

Client Service Associate

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Susan has more than eight years of financial services experience.  She moved with Marie to Stifel in 2020, serving as the first point of contact for clients and prospects.  She is truly passionate about creating an outstanding client experience by providing a high level of service.  She assists clients with questions and requests regarding their accounts with Stifel.

Dominic Dilani

Client Service Associate

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Dominic joined The Steinman Tomlinson Advisory Group in 2022.  Instrumental to the team, Dominic delivers comprehensive service to clients by assisting with their account-related needs.  He is responsible for preparing reporting materials, implementing requests for capital, and coordinating any additional matters related to their accounts.  His objective is to deliver dedicated, client-first service.  He serves as the first point of contact with established and potential clients. 

Dominic was born and raised in Southern California.  Outside the office, he is committed to helping charitable causes, including Battle Cancer fitness fundraising events, Leukemia and Lymphoma Society “Light the Night” events, among other community service.  He is also an INSPIRE AYA advisory panel member.