Jason began his career as a financial advisor in 1997 and joined Stifel in 2007. Throughout this extensive tenure, he has helped his clients navigate a variety of market environments, pursue their ever-changing goals, and address their unique needs.
Jason earned a B.A. in Business Administration and Biology from Washington & Jefferson College and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses. Jason is married to his wife, Valerie, has four children, and lives in Mt. Lebanon.
Vincent has more than 45 years of financial services experience and joined Stifel in 2007. He worked for Merrill Lynch, Gruntal and Co., and Ryan Beck and Co. Given his extensive career, Vincent is well equipped to help clients navigate the ever-changing markets and pursue their goals.
Vince 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 and the Accredited Asset Management Specialist™ designation from the College for Financial Planning, which identifies individuals who have received specialized training in wealth management and risk mitigation strategies, tax-efficient investment strategies, and estate planning issues. He holds Series 7, 9 & 10, 24, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Born in Uniontown, Pennsylvania, Vince earned a B.S. in Business Administration from Wheeling Jesuit University. Vince and Carol live in Pittsburgh and keep busy with his three daughters, two sons-in-law, and four grandchildren.
Paul began his career at Stifel in 2020, joining Jason Baer and Vince Kasievich as part of the Baer Kasievich Lang Wealth Management Group. He brought with him a unique blend of professional athletic experience and prior financial services roles at Federated Investors and PNC Bank.
With a lifelong focus on goal setting and a family foundation in the financial services industry, Paul was naturally drawn to a profession centered on guiding clients through important decisions. He values building strong, lasting relationships and serving as a thoughtful, analytical mentor in each client’s evolving financial journey. To deepen his ability to serve clients, Paul earned the CERTIFIED FINANCIAL PLANNER® certification, demonstrating his completion of the CFP Board’s education, experience, and examination requirements. He also holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
Paul graduated from Michigan State University with a B.A. in Economics and was a four-year letter winner on the varsity football team. He is one of just 22 players in school history to earn Academic All-Big Ten honors in all four eligible seasons. In his final year, Paul received the Dan S. Petty Scholar-Athlete Award and was recognized at the 2015 College Football Playoff for his academic excellence. After college, he continued his athletic career as a tight end for his hometown Pittsburgh Steelers.
Born and raised in Pittsburgh, Paul now resides in Mt. Lebanon with his wife, Caroline, and their two sons.
Tracy began her financial services career in 2005 and joined Stifel in 2019. Prior to joining Stifel, she worked at Smith Barney (a unit of Citigroup Global Markets), as well as Morgan Stanley and Wells Fargo. Tracy 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. She takes joy in helping clients make sense of their finances by providing the guidance they need to take control of their wealth, understand their choices, and implement a plan to pursue their goals.
She earned a dual degree in Business and Psychology from the University of Pittsburgh and holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
A resident of Pittsburgh’s north side, Tracy volunteers with various local organizations and charities. She enjoys spending time with family, friends, and her pets. Tracy keeps active with running, cycling, photography, and exploring the great outdoors with her dog.
Lynn began her financial services career in 2002 and joined Stifel in 2007. Prior to joining Stifel, she spent time working at Ryan Beck & Co. and Advest, Inc, moving with Jason Baer to Ryan Beck before joining Stifel. Lynn focuses on assisting clients with their administrative needs while delivering a high level of service. She also coordinates client meetings, reviews, and client communications. Lynn earned a B.A. in Psychology from Marietta College and holds Series 7, 63, and 65 securities licenses.
Born in North Carolina and raised in Wintersville, Ohio, Lynn relocated to Pittsburgh in 2001 with her young son. She currently resides in Brookline with her pups and is a member of the American Pool Players Association.
