About Us

William D. Linas, CRPC^TM
Senior Vice President/Investments

Bill began his investment industry career in 2004 with Merrill Lynch and joined Stifel in 2019.  He was fortunate to benefit from the experience and knowledge of his father, a financial advisor for nearly 40 years.  Before transitioning to the financial services industry, Bill joined the U.S. Navy, where he flew helicopters for nine years and was promoted to Lieutenant. He also holds the Chartered Retirement Planning Counselor^TM (CRPC^TM) designation.

Mike Flood, CFP^®, MBA
Vice President/Investments

Mike began his investment industry career in 1994 and joined Stifel in 2019. Prior to joining Stifel, he worked for Merrill Lynch for nearly 20 years. He also attained the CERTIFIED FINANCIAL PLANNER™ (CFP^®) certification from the College for Financial Planning. He lives in Trabuco Canyon, California, with his wife and two children.

James Lin
Senior Registered Client Service Associate

James has been a member of the team since 2010 and joined Stifel in 2019. He delivers outstanding personal service to clients and a high level of internal support. He appreciates being part of a group that plays a key role in developing customized wealth management strategies to help clients pursue their short- and long-term goals.