Michelle began her investment industry career in 1999 as an operations manager and joined Stifel in 2018. She holds Series 7, 9 & 10, 63, and 65 securities licenses. As a seasoned investment professional with experience in managing both branch and regional environments, including operations and compliance-related matters, Michelle is central in working to develop and expand the Stifel team in St. Clair.
Shelley L. Schudlich
Senior Vice President/Investments
Shelley began her investment industry career in 1985 and joined Stifel in 2018. Prior to joining Stifel, she spent time working at Oppenheimer & Co. Shelley specializes in helping clients construct wealth management strategies tailored to their specific risk levels, time horizons, and liquidity needs. She helps them make common-sense investment decisions about issues that her clients can control, such as systematic savings plans or withdrawal strategies to address obligations. Although life can be unpredictable, Shelley works with her clients to make investment decisions based on things they can control. She helps build financial bridges one client at a time. Shelley holds Series 7, 63, and 65 securities licenses, as well as life and variable insurance licenses (including annuities).
Active in her community, Shelley currently serves as the foundation co-investment advisor to the Port Huron Rotary Club. She is also the proud recipient of the Rotary’s Paul Harris Fellow in 1999 and 2009. Prior to this, Shelley served as club president to the St. Clair Rotary Club from 2002 to 2003. From 2003 to 2008, she was a committee member of Port Huron’s Beacon Society, which she joined in 1997. In 2005, Shelley became a lifetime patron of Shriner’s Hospital for Children. She also hosted “Martin’s Money Matters,” a local call-in radio show between 1989 and 1992.
Lori A. Stephenson
Senior Registered Client Service Associate
Lori began her investment industry career in 2008 and joined Stifel in 2010. Prior to joining Stifel, she worked at Wells Fargo Advisors and also served as an office manager and human resources manager for more than 10 years. Instrumental to the team, Lori focuses on assisting clients with their administrative needs while delivering a high level of service. She also coordinates client meetings, periodic review meetings, and client communications. Lori holds Series 7, 63, and 65 securities licenses.
Megan Schudlich
Client Service Associate
Megan began her financial service career in 2023. She is responsible for assisting the team with paperwork, scheduling, marketing, and community outreach. Megan earned a Bachelor of Science in Biology from Eastern Michigan University. Outside the office, she assists the Blue Water Junior Golf Tour and is the assistant coach for the St. Clair High School girl’s golf team. She also enjoys trap shooting.