Marie H. Steinman

CFP

CFP

Managing Director/Investments

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Marie was named to Forbes’ America’s Top Women Wealth Advisors Best-in-State list in 2024 and 2025 and AdvisorHub’s Advisors to Watch list in 2023. Over the course of her two-decade career as a financial advisor, Marie has dedicated herself to understanding the financial priorities of ultra-high-net-worth individuals and families, providing them with customized investment strategies focused on generational wealth and the developing securities market. Her strong commitment to each one of her clients goes hand in hand with her white glove service model while offering a comprehensive wealth management platform.

Prior to joining Stifel in 2020, she worked at UBS Financial Services and Merrill Lynch Bank of America. Prior to that, she spent six years at Air France as a Divisional Director, International Corporate Sales Director, and Reengineering Process Project Manager, reporting to the CEO. 

Marie leverages the robust resources and services at Stifel, one of the nation’s leading wealth management and investment banking firms, 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 has also received invitations to the Barron’s Top Women Advisors summit and the Fortune Most Powerful Women Summit. She attained the CERTIFIED FINANCIAL PLANNER® certification from the College for Financial Planning and holds Series 7, 63, and 65 securities licenses.

In her free time, Marie enjoys running marathons, sailing, and traveling with her four children, who are also runners and compete in Junior Olympics. As a family, they love to volunteer and are currently involved in building a school in Fiji. Marie was born and raised in France and lived in Paris, where she played chess competitively and is a former junior national ranked chess player.

Forbes’ America’s Top Women Wealth Advisors Best-in-State rankings are based on the 12-month period ending September 30 of the year prior to publication and selected by SHOOK Research, LLC. AdvisorHub’s Advisors to Watch are based on the 12-month period ending December 31 of the year prior to publication. Each are selected 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.

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

Managing Director/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, 63, and 65 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 serves as The Steinman Tomlinson Advisory Group’s Client Service Associate. She has worked alongside Marie Steinman since 2018 and has more than 20 years of financial services experience. She is instrumental to the team, providing outstanding service and continuously striving to exceed client service expectations. Her passion to provide white glove service is why we believe our clients appreciate her attention to detail, her great listening skills, and efficiency in handling even the most complex account-related requests.

Prior to joining Stifel in 2020, Susan was with Merrill Lynch Bank of America for most of her career. Started as a teller at Bank of America’s Larchmont branch and later joined Merrill Edge and Merrill Lynch.

Susan was born and raised in Los Angeles and is a proud mom to two beautiful girls, Sofia and Lucia, and is currently living in Palmdale, California. Her husband, Willie, and two daughters enjoy being outdoors, traveling, going to Disneyland, and are big fans of the LA Kings, LAFC, and Dodgers.

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.

Monica S. Marti

AAMS

AAMS

Client Relationship Manager; Assistant Vice President

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Bringing nearly 35 years of financial services experience, Monica joined Stifel in 2016 as a Registered Client Service Associate. She is responsible for the daily administrative work on new and existing client accounts. Monica also serves as a first point of contact for service issues and assists the team’s clients with questions and requests they may have regarding their accounts. Monica is a dedicated and organized member of the team.

Monica began her career in financial services in 1991 at A.G. Edwards. She has earned her Accredited Asset Management Specialist™ certification from the College of Financial Planning and holds Series 7 and 63 securities licenses, as well as life, health, and variable insurance licenses.

Outside of the office, Monica enjoys spending time with her husband, Eric, and their two children, Gabriella and Brody.

AnnaMarie Chevrier

Client Service Associate

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Hunter Simpson

Client Service Associate

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