Jonas began his investment industry career in 2016 and joined Stifel in 2023. Prior to joining Stifel, he spent seven years at Wells Fargo Advisors. He leverages his experience to guide clients through uncertainty in the financial markets, providing targeted, comprehensive guidance and investment planning strategies.

Jonas earned a B.S.B.A. in Management from Xavier University – Williams College of Business and holds Series 7, 9 & 10, 63, and 65 securities licenses.

Prior to moving to Bozeman, Jonas was a member of the Xavier University alumni association, were he planned events for his fellow alumni to stay in touch and support each other. He also served on the board of trustees for the Ovarian Cancer Alliance of Greater Cincinnati to raise awareness and to fund research for a cure as a way to honor the memory of his mother, who passed away from the disease in 2016. In Bozeman, he serves on the finance committee for the Cancer Support Community Montana.

Outside the office, Jonas enjoys spending time with his wife, Beatriz, as well as friends and family. He is an avid traveler who enjoys seeing new places, getting to know new people, and experiencing the extraordinary. He believes in the benefits of a physical lifestyle and enjoys weightlifting, training in martial arts, skiing/snowboarding, hiking, camping, fishing, and playing with his dogs, Marley and Fritz.

Emily Schram began her career in the financial services industry in 2016 and currently serves as a Registered Client Service Associate in Bozeman, Montana. She holds Series 7, 9 & 10, 63, and 65 securities licenses, reflecting her deep expertise and commitment to delivering exceptional client service.

Emily earned her Bachelor’s degree in Business from Montana State University – Billings, where she developed a strong foundation in business principles and a passion for combining analytical thinking with creativity.

Outside of her professional role, Emily devotes her life to her husband, Brennan, and their two daughters. Family and close friendships are at the heart of everything she does, and she values creating meaningful experiences together. She also enjoys running, sewing, crafting, and photography — interests that allow her to balance precision with creativity.