Our Associates

We have more than a century of combined experience in the financial services industry.  After working together for almost 20 years, you can be assured we will be there to guide and support you over the long term.

We leverage the talents of each of our associates in order to broaden the collective knowledge and expertise.  We believe someone with considerable assets and complex financial issues is best served by professionals working together to help them pursue their goals.

 

 

 

 

 

 

 

 

Henry Otten
Senior Vice President/Investments

Henry earned his undergraduate degree in Management from University of Wisconsin-Whitewater and continued his studies at U.W. Whitewater, earning his Master of Business Administration degree (MBA).  His career as a financial advisor dates back to 1983.  His areas of expertise include investment planning, risk management strategies, retirement planning, and issues surrounding estate planning.  Prior to joining Stifel, Henry worked for six years as Vice President at Piper Jaffray, one year at UBS, and Robert W. Baird.  Previous to that, he served as a Vice President at Merrill Lynch for 16 years.  Henry has achieved a distinguished career in the financial services industry based on two key principles: putting his clients interests first and providing exceptional personal service.  He and his wife are long-time residents of Brookfield.  To support his community, Henry is active in his church and several charitable organizations.  Henry also enjoys speaking to community groups on various topics.  Henry enjoys fishing in his spare time.

 

 

 

 

 

 

 

 

Mark Otten
First Vice President/Investments

With more than 25 years of experience in the financial services industry, Mark is a First Vice President/Investments based in the Brookfield, Wisconsin office of Stifel.  He has extensive experience helping clients manage their portfolios and advising investors to help them pursue their retirement income goals and objectives.  Prior to joining Stifel, Mark spent eight years with Smith Barney as Vice President-Wealth Management and more than eight years with Merrill Lynch as a Senior Financial Consultant and Assistant Vice President.  His securities licenses include series 7, 63, and 6.

Mark is an active member in his church as a youth basketball coach and has had Christian world mission's experience.  He enjoys family activities with his wife, Janet, and their four children.

 

 

 

 

 

 

 

Rosemary MacInnes
Registered Operations Coordinator

Rosemary brings over 32 years of financial services experience to our group.  She is Series 7 and 63 licensed and shares her experience with Henry and Mark, as well as other team members at Stifel.  Rosemary is very hands-on with client needs, processes clients' trades, and performs various administrative duties.  This allows the Financial Advisors more time to focus on helping clients pursue their financial goals.

Rosemary and her husband, Tim, have been married for 23 years and reside in Brookfield, Wisconsin with their two dogs.  Together, they enjoy family, friends, fishing, travel, and volunteering.  They also enjoy fostering dogs from a dog rescue group, so there is usually an additional dog taking up temporary residence with them. 

Providing excellent customer service to clients is Rosemary's number one priority.

 

 

 

 

 

 

 

 

Jennifer Jahn
Client Service Associate

Jennifer contributes ten years of financial services experience to work behind the scenes to help Henry and Mark work more efficiently and better assist our clients.  She works diligently processing paperwork, gathering information, and completing various tasks.

In her free time, she likes to spend time with her children, Ashlyn and Blake.  She enjoys helping at her daughter's school, sports, camping, and traveling.