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About Us

The River Oak Team

William W. Lloyd

First Vice President/Investments

Andrew J. Means, CIMA

First Vice President/Investments

Raymond "RJ" DeMonte, Jr.

Financial Advisor

Annette M. Principio

Financial Advisor

Rosemary Gebhardt

Registered Client Service Associate

Kristine Rule

Client Service Associate

Peter Willsea

Peter Willsea

Congratulations on Retirement

After a long career in the financial industry and after much thought, Peter has retired at the end of 2022.  He looks forward to his next step in life, though he will miss serving clients.

Peter began his investment industry career in 2003 with Merrill Lynch, following a career as president of a local corporation, two Texas corporations, and as a board of director of a privately held Timberland REIT.  He joined Stifel with Bill and Andy in 2016.

Peter and his wife, Deb, are parents to four adult children.