Michael Robino

CFP

CFP

Managing Director/Investments; Co-Branch Manager

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Michael serves a select group of high-net-worth investors, designing tailored wealth management strategies that reflect their unique circumstances.  He specializes in retirement planning, wealth management, corporate executive services, alternative investments, and the hedging and monetization of concentrated stock positions.  Through the Stifel Solutions Program, Michael manages portfolios on a discretionary basis for clients who choose this advisory services program.

He began his investment industry career in 1994 and joined Stifel in 2024.  Michael earned a B.S.B.A. in Finance from Creighton University in 1992, and since then has built a practice that emphasizes strong client relationships, in-depth customization, and committed service.

Michael earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.  Michael was also named to Forbes’ Best-in-State Wealth Advisors list in 2023 and 2024.

Michael formerly served on the Children’s Hospital and Medical Center board of directors from 2014 to 2022 and served as past president of the Omaha chapter of the Juvenile Diabetes Research Foundation (JDRF).  Outside the office, Michael enjoys golfing and cooking.  He and his wife, Kyle, have two wonderful daughters, Olivia and Ava.

 
<sup>Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC 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.

The Solutions program requires a minimum investment, which varies by strategy.  Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program.  Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio.  You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.</sup>

Michelle Hattam

Senior Registered Client Service Associate

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Michelle began her investment industry career in 1998 and joined Stifel in 2024.  Prior to joining Stifel, she worked at Wells Fargo Advisors for nearly 20 years.  Her responsibilities include working with clients to address their various service needs, opening accounts, and managing client paperwork.  She seeks to anticipate and resolve client requests and takes pride in providing high-caliber service.  Michelle holds Series 7, 9 & 10, 63, and 66 securities licenses. 

Outside of work, Michelle enjoys spending time with her friends and family.  She is married and has a daughter who attends the University of Nebraska at Omaha and a son who attends Creighton Preparatory High School.

Katie Swanson

Client Service Associate

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Katie’s responsibilities include maintaining, deepening, and enhancing the quality of our client relationships through a high level of outreach, scheduling reviews and meetings, managing the team’s social media presence, and planning events.  

Katie has over 10 years of experience in the financial services industry. Prior to joining Stifel in 2024, Katie worked for Wells Fargo, where she held several positions including marketing client associate and senior client associate in the wealth and investment management division. As a Service Manager for Wells Fargo Bank, Katie coached and developed a highly skilled team of tellers, lead tellers, and personal bankers.  In her previous role, Katie served as a Senior Client Associate for Wells Fargo Private Bank and supported senior level wealth management bankers with account administration, sales activities, and relationship management for high net-worth clients.  

Outside the office, Katie enjoys reading, photography, international travel, and spending time outdoors with her husband and two dogs.  She loves learning about other countries and cultures and has been to several countries in Europe, Central America, and The Caribbean.  Her two favorite countries she has visited so far are Costa Rica and Scotland, and she has a goal to travel to a new destination each year.