Allen began his investment industry career in 1988 and joined Stifel in 1994, where he has served as the Branch Manager of the Denver-South office since 1999.  Prior to joining Stifel, he grew up in Alaska, where he was a commercial salmon, halibut, and crab fisherman for eight seasons in the Aleutian Islands.

Having such a physically demanding job early in life, this experience instilled a deep belief that money is a hard-earned commodity and should be properly managed and invested for the long term.  This long-held philosophy is the heart of his practice and core to the foundational relationship with his clients.

Allen earned a Bachelor of Science in Business Administration, majoring in Finance and Real Estate from Colorado State University and holds Series 7, 9 & 10, and 66 securities licenses, as well as life and variable insurance licenses (including annuities).

Outside the office, Allen and his wife have one daughter and five grandchildren.  They spend their spare time scuba diving, reading, playing cribbage, and traveling. 

Jon began his financial services career in 1996 and joined Stifel in 2015.  Prior to joining Stifel, he worked as a commodity analyst for a private family office and held various investment due diligence and product management roles at Neuberger Berman and Lehman Brothers in New York.  The years he spent at Lehman were formative in his understanding of risk and reward.  Jon was also a Vice President with Barclays Wealth and Investment Management, Americas, in New York. 

Prior to moving into a financial advisor role, Jon served as a Director in Stifel’s CIO Office, working closely with individual and institutional clients on creating asset allocation strategies, behavioral finance, and incorporating alternative investments into diversified portfolios.

Jon has been involved in developing investment plans for high-net-worth and ultra-high-net-worth individuals and family offices for more than a decade, providing guidance across asset classes and market cycles.  This includes utilizing tax-efficient investment strategies for business owners and those with concentrated wealth. 

Leveraging his more than 25 years of financial services experience, Jon serves a variety of clients whose risk profiles are as unique as their financial goals.  Jon’s engagements are designed to span a client’s full lifecycle and include a framework for the next generation.  His service model is customized for each client and begins with an understanding of who the person is as an investor.

Active in the Denver community, Jon is a volunteer at Metro Caring.  He enjoys hiking trails with his wife in the summer and snowshoeing in the winter.  Jon aspires to learn how to golf and freshen up on his foreign language skills.

Jon earned a B.A. in International Studies and Spanish* from Dickinson College in Carlisle, Pennsylvania, and holds Series 7, 63, and 66 securities, as well as life and variable insurance licenses.

Asset allocation does not ensure a profit or protect against loss. 

*All written business communications will be in English.

Riley focuses on guiding individuals toward a future of financial freedom.  He joined Stifel in 2024 and brings a fresh perspective shaped by the belief that true success starts from within.  He earned a Bachelor of Science in Business Administration from Colorado State and holds Series 7 and 66 securities licenses.

As a lifelong athlete with a background in high-level hockey and a passion for training in Muay Thai, Brazilian Jiu-Jitsu, and MMA, he brings a relentless work ethic and dedication to everything he does.

Riley is deeply passionate about cultivating success daily.  Drawing inspiration from the world of athletics, where incremental progress often yields significant results over time, he embraces the philosophy of continuous improvement.  He prioritizes physical and mental wellness toward becoming 1% better than the day before.  Just as compound interest, over time, may magnify even the smallest investments, he believes that this approach provides the opportunity to yield remarkable results both personally and financially.

Riley applies these same principles to comprehensive investment planning.  He will analyze your financial landscape, identify obstacles, and craft a customized game plan designed to set you up for success.

Tracy began her financial services career in 1980 at a regional brokerage firm in Denver, Colorado, and joined Stifel in 2000. She has worked with Allen Stevens as his operations coordinator for nearly 15 years, providing operational and administrative support.

In addition to providing administrative support for the Denver South office, Tracy is responsible for building a strong rapport with clients, delivering personalized attention to clients’ administrative needs, and willingness to resolve any account-related issues that may arise.  Tracy holds Series 7 and 63 securities licenses. 

Lauren has more than 20 years financial services experience and is the first point of contact for the team’s clients.  Prior to joining Stifel in 2011, Lauren worked in a similar capacity at Merrill Lynch.  Committed to providing top-tier client support, Lauren assists clients in a variety of areas while also delivering support to financial advisors.  She strives to put clients’ account-related needs first and handle each matter accurately and efficiently. 

An Arkansas native, Lauren earned a B.A. in History and Political Science from Ouachita Baptist University and a Master of Public Administration from the University of Arkansas.  Lauren holds Series 7 and 63 securities licenses, as well as life, health, and variable insurance licenses.

Outside the office, she enjoys traveling, fishing, and playing guitar.