Tawnee began her investment career in 1998 with Smith Barney, where she spent ten years before transitioning to UBS Financial Services. When UBS exited smaller markets in 2010, Tawnee joined Stifel, playing a key role in opening the firm’s first office on the Central Coast. Today, she continues to lead as a Senior Vice President/Investments and Branch Manager, guiding clients with expertise and dedication.
Tawnee’s upbringing has been deeply influenced by her father’s roots in Guam, where the island culture of sharing and community shaped her values. Growing up in a large Guamanian family that embraced traditions of kindness and putting others first taught her the importance of caring for people and supporting one another. These principles inspired her passion for helping clients pursue financial security and independence. For Tawnee, helping clients with their investments is more than just about numbers—it’s about building trust, fostering relationships, and guiding clients toward their goals with integrity and compassion.
With more than 25 years of experience in the investment industry, Tawnee offers the depth of knowledge and perspective that only time and dedication can provide—helping clients navigate complex financial decisions with confidence and clarity. She holds a Bachelor of Science in Business Management from Western Governors University. She earned the Accredited Investment Fiduciary® designation by successfully completing Fi360’s rigorous AIF® examination, underscoring her sincere commitment to service and excellence. She also maintains Series 7, 9 & 10, 63, and 65 securities registrations, along with life, health, and variable insurance licenses, including annuities.
Tawnee is deeply engaged in her community. She has served on the board of Point San Luis Lighthouse Keepers and is a past board member of the Assistance League of San Luis Obispo. She is also a certified Court Appointed Special Advocate for at-risk youth. Outside the office, Tawnee loves golfing, going on camper van adventures with her husband, and spending quality time with her two children, Madalyn and Patrick Jr.
Tina was born and raised in Southern California. She attended the University of Colorado, Boulder and earned degrees in both American Studies and Interior Design. Following school she worked for 15 years as a Design/Sales Consultant for a luxury ceramic tile and stone showroom in Denver, Colorado. Returning to California in 2011, she became a successful entrepreneur, operating her own restaurant in Templeton, California for nine years. She enjoys the challenge of developing new skills and joined the Stifel team in 2020.
Marcus joined Stifel in 2023. Originally from Chicago, he earned a B.A. in Creative Advertising from Michigan State University. Following school, he moved to San Luis Obispo, where he resides today. As he continues working in the financial services industry, he enjoys expanding his knowledge and providing top-tier service to clients. In 2025, he earned his Series 7 and 66 securities registrations.
Outside the office, Marcus is a member of the Pale Kai Outrigger Club, where he enjoys paddling with club members at Avila beach and participating in competitive races across Southern California. He also enjoys watching sports, hiking, camping, traveling, and enjoying time with friends.
Maddy was raised in San Luis Obispo, California, where she proudly attended California Polytechnic State University, San Luis Obispo, earning a Bachelor of Science degree in Anthropology and Geography. Prior to joining Stifel, Maddy spent six years working in the technology industry, focusing on client relationship management and supporting teams and clients across a number of Fortune 500 organizations. Outside of the office she enjoys walking her English Bulldog, Birdie, painting and standing up Little Free Libraries in her neighborhood, and trying new recipes at home.
In Memory of Phil Cohl
We were deeply saddened by the sudden loss of Phil in January 2022. He was a mentor, friend, partner, and trusted advisor to many.
Phil began his investment industry career in 1966. He loved to tell the story of his first official title, which was “Customer’s Man.” He continued to evolve with the industry and was one of the first financial advisors granted discretionary portfolio management authority in the 1980s. Phil loved high-quality, dividend-increasing companies and continued to focus on them throughout his entire life.
One of his many passions was mentoring students and promoting their growth in the field of finance. He was highly active in this community, spending nearly 10 years as a volunteer professor at Cal Poly co-teaching the Student Managed Portfolio. He was also a member and president of the Five Cities Men’s Club, a local non-profit organization that raises funds to support philanthropic endeavors throughout San Luis Obispo.
