Kris Taylor

MBA

MBA

Managing Director/Investments

5096638604

With more than 40 years of experience as a financial advisor, Kris is committed to educating clients on managing wealth through many stages of life.  This includes accumulating assets for retirement, generating income in retirement, and building college funds for children and grandchildren.  She can also work closely with legal and tax professionals to help facilitate charitable gifting, tax planning, and estate planning strategies.

Forbes magazine recognized Kris as one of America’s Top Women Wealth Advisors for 2020 and 2021, on their Best-in-State Women Wealth Advisors List for 2022, 2023, and 2024, and on their Best-in-State Wealth Advisors List for 2021, 2022, 2023, and 2024.  She was also recognized on AdvisorHub’s Advisors to Watch list in 2022, 2023, and 2024.  She earned a B.A. and MBA from the University of Washington.

Outside of the office, Kris is the former president of the Cashmere Rotary Club, former elder in the Cashmere Presbyterian Church, a member of the NCW Estate Planning Council, and past chairman of the board of the NCW Community Foundation.  She enjoys running with her husband, Greg, and exploring the world with her family.

¹ Forbes’ America’s Top Women Wealth Advisors, Best-in-State Women Wealth Advisors, Best-in-State Wealth Management Teams, and Best-in-State Wealth Advisors rankings are each based on the 12-month period ending September 30, September 30, and June 30, respectively, 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.

Alisa Franklin

CFP

CFP

Financial Advisor

5096648470

Alisa is dedicated to understanding client needs in every stage of life and develops comprehensive wealth management plans to help clients pursue their financial goals.  She believes in taking a balanced approach to investing, using multiple asset classes and management styles to help diversify portfolios and mitigate risk.  She can also work closely with clients’ CPAs, attorneys, and other trusted advisors to help ensure tax and estate planning issues are properly addressed.  Before her career in finance, she was a sales executive in the fruit marketing industry on a global level.  She believes this experience has helped her relate to clients in our valley with a deeper understanding of their financial concerns and objectives.

Alisa earned a B.A. in International Studies at the University of Washington.

Alisa is an active Chelan-Douglas County C.A.S.A volunteer, president of the Cashmere Youth Soccer association, member of the Cashmere Rotary Club, and former director of San Nicolas Project nonprofit.  At her home in Cashmere, she and her husband, Adam, enjoy spending time with their three young children, Shiloh, Will, and Lenora, as well as their German Shepard, Winnie.  She loves exploring the mountains around us and traveling the world.

Diversification does not ensure a profit or protect against loss.

Sheri Baldwin

Senior Registered Client Service Associate

5096648462

 

Sheri began her financial services career in 2006 and joined Stifel in 2009.  She has 40 years of customer service experience in a variety of industries working with clients.  Sheri is one of the team’s first points of contact and assists clients with any account-related questions they may have.  She is committed to delivering top-tier client service and works to develop long-lasting relationships with their clients.

Sheri attended Shoreline Community College and the University of Washington and holds Series 7 and 66 securities licenses. 

Lori Galbraith

Senior Registered Client Service Associate

5096648455

Lori began her investment industry career in 2009 and joined Stifel in 2013.  Prior to joining Stifel, she worked as a client service associate at Washington Trusts Bank and a financial advisor at Thrivent Financial.  Lori focuses on assisting clients with their administrative needs while delivering a high level of service. 

Lori earned an Associates in Supervisory Management from Alexandria Technical College and holds Series 7 and 66 securities licenses, as well as life and variable insurance licenses.

Leslie Nelson

Senior Registered Client Service Associate

5096638604

Leslie began her financial services career at Stifel in 2012.  Prior to joining Stifel, she worked in banking for 10 years – two years at a credit union and eight years at Wells Fargo Bank.  As one of the team’s first points of contact, she actively maintains communication with clients, assists the team with administrative duties, and develops long-lasting relationships with the team’s clients. 

Leslie holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses. 

Leslie and her husband, Michael, have two daughters and six grandchildren.  Outside the office, she loves spending time with family, going to their cabin, playing with their dog, Gus, and gardening.

Patrick J. Babst

Client Service Associate

5096648458

Patrick began his financial services career in 2014 at Stifel.  He is committed to delivering a high standard of care to clients and assisting with the administrative and operational needs of the team.  Patrick earned an Associates in Technical Studies with a major in Accounting Technology and Bookkeeping Accounting from Wenatchee Valley College.  Born and raised in Wenatchee Valley, he loves spending time with his family.  Outside the office, he stays busy coaching his son’s baseball team.