OUR TEAM
 
Metro Detroit | Los Angeles


The Coastal Financial Strategies Group Mission

Our mission is to provide you a high level of responsiveness and personal service, informed by a deep understanding of your needs, goals, and preferences.

To provide you with a holistic wealth planning experience, we work closely with your CPAs and legal counselors to integrate their advice, as appropriate, into the strategies and recommendations we develop.

 


Alvin Spencer, Jr. Managing Director/Investments, Regional DirectorAlvin V. Spencer, Jr.
Managing Director/Investments
Regional Director, Michigan

Alvin.Spencer@stifel.com
(248) 663-7201

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At Stifel, Alvin Spencer is Regional Director, Michigan and Managing Director/Investments, and he has more than 25 years of experience in the financial services industry.  Alvin is one of nine Regional Directors, directly reporting to the President of one of the oldest firms on Wall Street.  His strengths lie with private wealth management for individuals, institutional investing, and expanding the Michigan market by recruiting top-tier financial advisors. As a Regional Director, Alvin is responsible for overseeing billions of dollars of client funds and multiple offices.  He is also part of a five-advisor, direct client team that is based in the Detroit Metro Market and Los Angeles areas.  Alvin is consistently recognized among top financial advisors in the industry and, in his role as Regional Manager, for growing Stifel's business.

In 1991, Alvin began his career as an intern with Merrill Lynch and worked his way up to becoming the Regional Sales Manager of Michigan.  He was recruited to PaineWebber/UBS Financial Services' Birmingham Complex location in 2002.  During his tenure, he was promoted to Director and Complex Manager.  He generated millions of dollars in revenue, including Michigan field offices in Birmingham, Dearborn, Flint, Saginaw, and Traverse City.  In 2007, he moved his practice to Wachovia Securities/Wells Fargo Advisors as Market Manager of Central Michigan and the Detroit Metro Market until joining Stifel in 2016. Alvin has also recently been named on the Forbes 2021 Best-in-State Wealth Advisors list.* 

Alvin is an avid supporter of the Detroit Metro community.  He has been involved with various councils and participates in an array of sponsorships for nonprofit organizations.  He is an active board member at Detroit Cristo Rey High School and has supported the Calvin Johnson, Jr. Foundation, Gleaners, JDFR Diabetes Foundation, American Diabetes Foundation, Habitat for Humanity, Our Lady of Victory Church and School, U of D High School, Ladywood, and United Way, among many others.

Michael Anderson, Managing Director/InvestmentsMichael Anderson
Managing Director/Investments

Michael.Anderson@stifel.com
(248) 663-7210 

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Mike began his investment industry career in 1999 and joined Stifel in 2016.  Prior to Stifel, he worked for Wells Fargo Advisors, UBS Financial Services, and Merrill Lynch.  He attended Michigan State University.

As a leader of the Coastal Wealth Management Group, Mike's mission is to create a collaborative team structure that delivers valuable, insightful, and impactful investment and income strategies. Using wealth planning as a foundation, Mike's career has been focused on modeling solutions to meet his client's needs.

An avid golfer, Mike played collegiately at Michigan State University and is now the head coach for the Detroit Catholic Central High School golf team where he lead them to three straight team Division 1 championships (2015-2017). Mike stays involved in the community and participates in many of the local nonprofit events. He is also a board member with Holy Cross Children's Foundation.

Mike holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Michael has also recently been named on the Forbes 2021 Best-in-State Wealth Advisors list.*

 

Clark Standish, First Vice President/InvestmentsJ. Clark Standish, CRPC®
First Vice President/Investments

Clark.Standish@stifel.com
(313) 308-8910

Link to Clark Standish's LinkedIn page 

I joined the financial services industry in 1986 with Merrill Lynch.  In 2007, I joined Smith Barney/Morgan Stanley, and worked there until my transition to Stifel.  I hold my Series 7, 63, and 66 securities licenses, and I also hold the Chartered Retirement Planning CounselorSM designation.

I attended Kenyon College for two years before transferring to the University of Michigan, where I graduated with a Bachelor General Studies.  Outside of the office, I enjoy being active in my community.  I have been a member of the Country Club of Detroit since 1984 and have been a part of various committees there, such as the Golf and Greens Committee, Chair Golf Course Renovation, Board of Governors, and currently Chair Men's Wednesday Bowling League.  I also serve as Director at Evans Scholars Foundation of Western Golf Association.  I was Governor of the Golf Association of Michigan from 2009 to 2012.  I am a proud volunteer for Gleaners Community Food Bank and Habitat for Humanity.

As a passionate advocate of children's education, I am a former board member of the University Liggett School Parents Association and served as a past chairman of this group for the Liggett Middle School.  I also currently serve the Association for the Upper School.  As my daughter has grown up, I have coached more than 10 of her sports teams, primarily hockey and softball.

 

Jon Randall, Vice President/InvestmentsJon Randall, CPFA
Vice President/Investments

Jon.Randall@stifel.com
(248) 663-7218

Link to Jon Randall's LinkedIn page. 

Jon began his investment industry career in 2005 and joined Stifel in 2018.  Prior to Stifel, he worked for Morgan Stanley and Citigroup Global Markets.  He earned a B.B.A. in Finance from Western Michigan University-Haworth College of Business and holds Series 7, 63, and 66 securities licenses, as well as life and variable insurance licenses (including annuities).

In addition to helping individuals pursue their investment, retirement, and comprehensive wealth management goals, Jon specializes in helping company retirement plans analyze their plan and select appropriate vendors from non-proprietary options.  Through a detailed consultative process, he strives to help growing organizations save time, reduce costs, and increase efficiencies.

Passionate about community education, Jon is a member of the President's Leadership Council and the Development Board for Detroit Cristo Ray School and is active with the Brother Rice High School Alumni Association.  He is also a board member of the City of Royal Oak Historical Commission and a member of the Detroit Athletic Club.

Matthew Battenberg, Vice President/InvestmentsMatthew C. Battenberg
Vice President/Investments

Matthew.Battenberg@stifel.com
(248) 663-7206

Link to Matthew Battenberg's LinkedIn page. 

Matthew has graciously served his diverse client base for more than 20 years.  He works closely with high-net-worth families, corporate executives, and retirees in designing detailed financial strategies, including a comprehensive outlook of their financial picture.  Taking into account his clients' investment needs, their ability and willingness to assume risk, time horizon, and other factors, he continually communicates with his clients and their team of professional advisors to build a framework for their unique path toward retirement and beyond.  

Growing up in three different countries overseas and visiting more than 45 others, Matthew has a very diverse outlook on the world, which has led him to take each client scenario with a broad outlook of potential strategies.  He attended Cranbrook Kingswood preparatory school in suburban Detroit before earning a B.A. in Communication Arts and Public Relations from Southern Methodist University.  He began his career as a District Sales Manager with General Motors Co. before realizing his passion for financial services, where he ultimately took a position with PaineWebber/UBS Financial Services.  His dedication to a client-first approach led him to Stifel, where he has spent the past three years growing his practice.

As a resident of Bloomfield Village in suburban Detroit, Matthew is actively involved in the community, regularly volunteering for organizations such as the United Way, Habitat for Humanity, and the Birmingham Public School system.   In his spare time, he serves on several committees at Birmingham Country Club, where he and his family spend a great deal of time and where he strives to someday actually shoot a par round of golf.   He and his wife, Jaynee, enjoy watching their children, Kathryn and Charles, continue to grow and prosper in year-round competitive swimming and Junior Hockey.

 

Chris Armour, Financial Advisor AssociateChris Armour
Financial Advisor Associate

Chris.Armour@stifel.com
(248) 663-7203

Link to Chris Armour's LinkedIn page. 

Chris began his financial services career in 2009 with a team at Wells Fargo Advisors in Naples, Florida.  He continued working with Wells Fargo as he earned his B.S. in Finance and Economics from Western Michigan University.  After graduating, he continued his career working with a number of different advisors as he learned the many strategies used in wealth management. 

Given his extensive experience in operation and compliance administration, Chris understands the importance of process and structure as foundations for client service.  He has dedicated his career to delivering the personalized wealth planning services clients deserve.

Chris joined Stifel in 2016. He holds Series 7, 9, 10, 63, and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). 

 

Richard Williams, Financial Advisor AssociateRichard Williams
Financial Advisor Associate

Richard.Williams@stifel.com
(248) 663-7212

Link to Richard William's LinkedIn page. 

Rick began his investment industry career in 2010 at Wells Fargo Advisors and joined Stifel in 2016.  He earned a B.A. in Applied Professional Sciences from the University of South Carolina and holds Series 7, 9 & 10, and 66 securities licenses. 

Rick is married to his wife, Amy, for almost 25 years.  They have two daughters, Megan and Lauren, who are both currently in college.

Rick grew up playing golf and still enjoys playing today.  He played golf collegiately at the University of South Carolina and is currently helping coach the Detroit Catholic Central golf team.

 

 

* Forbes' Best-in-State Wealth Advisors, February 11, 2021. Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of 32,725 nominations. Advisors in the Best-in-State Wealth Advisors list were judged on individual contribution, but total team asserts are shown, which can include one or more additional advisors. Qualifying advisors met the following basic requirements: a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record. Forbes is a registered trademark of Forbes, Inc. All rights reserved.