MainStreet Wealth Management - Helping successful families and founders move from success to significance.
We help you bring order to complexity, and confidence to every financial decision you make. Through our consultative process to wealth management, our goal is for you to gain clarity, coordination, and confidence.
Picture this:
Your financial world working in harmony - every piece connected. Total collaboration. Intentional design. You wake up every morning knowing that the people you love are cared for, the causes you value are thoughtfully supported. Today, and into the future.
Your Optimal Financial World - Designed with Purpose.
With more than two decades of experience in the financial industry, Andy is known for his ability to make complex financial concepts feel simple, strategic, and personal. Beginning his investment career in 2002, Andy has built a reputation for guiding families and business owners with clarity and confidence through every phase of wealth creation and preservation.
Prior to joining Stifel in 2025, Andy was a founding member of the MainStreet Wealth Management Group at UBS Financial Services. He brings a unique perspective from his five years in the energy sector at Halliburton – insight that deepens his understanding of the entrepreneurial mindset.
Andy holds the Certified Exit Planning Advisor designation, specializing in helping business owners prepare for the sale of their company, navigate the transaction, and plan intentionally for life after the exit. His holistic approach ensures each decision aligns with long-term goals and planning for a lasting legacy.
Andy holds Series 7 and 66 securities licenses, as well as life and health insurance licenses, allowing him to offer a comprehensive suite of wealth management strategies tailored to each of his clients. Known for his hands-on style, Andy periodically meets personally with every family he works with, discussing goals, evaluating market conditions, and reviewing the impact of current events on their portfolios.
Andy earned a Bachelor of Business Administration from Sam Houston State University. He now lives in Magnolia, Texas, with his wife, Paige, and their twin daughters, Baylee and Mollie.
Use of the CEPA designation does not imply that Stifel or its associates are acting as experts in this field, nor do Stifel or its Financial Advisors provide legal or tax advice. The knowledge gained from attaining the designation helps the advisor better understand issues specific to business owners in working with clients and their legal and tax advisors as it relates to the client’s overall investment planning and wealth management.
John brings more than 20 years of seasoned financial experience, helping families navigate not just markets – but moments. Since beginning his career in 2002, John has stood beside his clients through some the most turbulent economic events of our time: the Tech Bubble, the 2008 Financial Crisis, the European Debt Crisis, and the Energy Crash. In each of these moments, he has offered more than just guidance – he’s provided clarity, reassurance, and a steady course forward.
Prior to joining Stifel in 2025, John served as a founding member of the MainStreet Wealth Management Group at UBS Financial Services. He believes in simplifying the complex and empowering his clients with informed, long-term strategies designed to weather the ups and downs of investing.
John holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses – allowing him to deliver comprehensive guidance tailored to each family’s unique needs.
A proud native Texan, John earned a Bachelor’s from New Mexico State University. He lives in the Meyerland area of Houston with his wife, Natalie, their children, John Dennis and Libby Grace, and their two beloved Yorkshire Terriers, Emmitt and Annie.
Mark brings a rare blend of world-class discipline and heartfelt client dedication to the families he serves. Before beginning his financial services career in 2011, Mark earned a silver medal at the Beijing Olympic Games in Taekwondo – an achievement that speaks volumes about his commitment to excellence, integrity, and resilience. Today, those same qualities shape his approach to wealth management.
Drawing on his experience and knowledge from attaining both the CERTIFIED FINANCIAL PLANNER® certification and Certified Exit Planning Advisor designation, Mark delivers a comprehensive wealth management strategies to families and business owners alike – helping them align their wealth with their vision and future goals. He believes true success as an advisor comes from fully understanding each client, walking alongside them on their financial journey, and delivering a consistently elevated level of personal service.
Prior to joining Stifel in 2025, Mark was an integral part of the MainStreet Wealth Management Group at UBS Financial Services. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses. Mark earned a Bachelor’s from the University of St. Thomas.
Born and raised in Sugar Land, Texas, Mark still calls it home, where he lives with his wife, Dagmar, their son, Mark Alexander Lopez, and their beloved Yorkshire Terrier, Shakira. Use of the CEPA designation does not imply that Stifel or its associates are acting as experts in this field, nor do Stifel or its Financial Advisors provide legal or tax advice. The knowledge gained from attaining the designation helps the advisor better understand issues specific to business owners in working with clients and their legal and tax advisors as it relates to the client’s overall investment planning and wealth management.
Elena began her financial services career in 2001 and joined Stifel in 2025. Prior to joining Stifel, she held several positions, including Administrative Manager, Analyst, Branch Service Manager, and Senior Registered Sales Assistant with UBS and Morgan Stanley.
Elena earned a B.A. from Saint Mary’s University and an MBA from the Dillard College of Business at Midwestern State University. She holds Series 7, 9 & 10, 63, and 66 securities licenses.
Elena and her husband, Jay, have two daughters, Ryland and Claire, who are active in dance, cheer, and softball. She enjoys traveling and volunteering at the local schools, having held executive positions on the PTA board.
Lori began her investment industry career in 1980 and joined Stifel in 2025. Prior to joining Stifel, she worked as a Supervisory Officer at UBS for the South Texas Market before joining the MainStreet Wealth Management Group. Lori believes that developing meaningful long-term relationships is the most rewarding part of being in this industry. Her mission is to provide clients with top-tier service to meet client expectations.
Lori’s career began at Eppler, Guerin & Turner before she joined Rotan Mosle on the municipal bond trading desk, where she eventually rose to head the unit trust and mutual funds departments. In 2008, Lori joined Morgan Stanley Private Wealth Management in downtown Houston, where she ultimately earned her supervisory licenses.
Lori earned a B.A. in Telecommunications from Indiana University in Bloomington, Indiana. She holds Series 7, 9 & 10, and 66 securities licenses.
Lori is married with two daughters. The family resides in West Houston and enjoys beach vacations, all things Disney, a little amateur hiking, and ghost hunting.
Irene began her financial services career in 2019 and joined Stifel in 2025. Prior to joining Stifel, she worked for MainStreet Wealth Management Group at UBS. Irene gained her administrative experience from spending 17 years in business management and 13 years in the mortgage industry.
Irene enjoys the daily interaction she has with MainStreet clients and takes satisfaction in knowing each client personally. She believes it is important to not only meet a client’s needs but also to strive to anticipate them.
Irene earned her Bachelor of Business from the University of Texas at El Paso.
Irene lives in Austin and spends her free time exploring the surrounding areas. She enjoys museums, walking trails, and trying new restaurants. Irene also loves the occasional trip to Puerto Vallarta! She has a son, Cameron, who also lives in Austin. Her daughter, Hunter, lives in Corpus Christi with her husband, and Irene’s first granddaughter, Hayden.
Dominic joined Stifel in 2025 and supports the team with their goal of guiding their clients and their evolving wealth management needs. With a strong attention to detail and a commitment to delivering a seamless experience, he plays role in supporting both clients and the team. Dominic sees the importance of building meaningful relationships and getting to know each client personally, to better anticipate their needs and provide thoughtful, tailored service.
Originally from Michigan, Dominic holds a Bachelor’s from Tiffin University.
Outside the office, Dominic maintains the same discipline and focus that he brings to his work at Stifel. He is currently training for a bodybuilding competition, a pursuit that reflects his commitment to goal setting, consistency, and personal growth. Dominic enjoys spending time outdoors and exploring all that Houston has to offer, finding that time spent outside the office helps him recharge and stay energized to better support clients.
9,000Associates
The firm has more than 9,000 associates.
As of December 31, 2024.
$5.0Billion in Net Revenue
in 2024.
As of December 31, 2024.
$31Billion in Banking Assets
Stifel Bank has $31 billion in banking assets. As of December 31, 2024.
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