Our Team

Kyle J. Adams, CRPC®Kyle J. Adams, CRPC® Managing Director/Investments, Wooster, OH, Managing Director/Investments, Wealth Management
Managing Director/Investments

Kyle joined Stifel in 2018 after spending nine years as a financial advisor and one year as an intern with Wells Fargo Advisors and predecessor firm Wachovia Securities. His education, experience, and professional affiliations have fostered his conservative approach to offering his clients personalized wealth management services and guidance to his clients. Kyle was named to the inaugural “Top Next Generation Wealth Advisor” by Forbes and Shook Research in 2017, 2018, and again in 2020.1 He was also named as a “Best in State” Advisor for Ohio by Forbes in 2018.2 He earned the Chartered Retirement Planning Counselor® (CRPC®) designation and holds Series 7 and 66 securities licenses.

Kyle grew up in North Canton, Ohio, and earned a B.A. in Economics Management from Ohio Wesleyan University. He was a four-year starting running back and captain of the Battling Bishop football team. Outside the office, Kyle serves as a board member with Wooster Kiwanis Community Projects, a trustee for Goodwill Wayne and Holmes Counties, a voting commission member with the Wooster City Planning Commission, and the running back coach for the College of Wooster. He is a fan of all sports and enjoys spending time outdoors.

Kyle lives in Wooster with his wife, Sara, and two Boxers.

 

1Forbes’ Top Next-Gen Wealth Advisors, July 25, 2018, September 3, 2019, July 22, 2020. Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of 23,000, 29,000, and 32,200 nominations. Advisors were rated based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered were born in 1980 or later and have a minimum of four years’ experience, including at least one year at their current firm. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Forbes is a registered trademark of Forbes, Inc. All rights reserved.

2Forbes “Best-In-State Wealth Advisors,” February 15, 2018.  Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of over 21,000 nominations.  Advisors are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors.  Qualifying advisors met the following basic requirements: a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record.  The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys; service models, investing process, client retention, experience levels, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms.  Investment performance is not a criterion.  Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking.  The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance.  Forbes is a registered trademark of Forbes, Inc.  All rights reserved.

 

Lisa Reichert, Stifel, Wooster, Ohio, Financial Advisor Associate, Wealth Management Lisa Reichert
Associate Vice President/Investments

Lisa joined Stifel in 2018 after serving as a financial advisor for five years at Wells Fargo Advisors.  Prior to Wells Fargo, she worked in banking for 20 years, most recently with PNC Bank and its predecessor firms.  Through her extensive experience, she believes in taking a holistic approach when developing her clients' wealth management plans.

A native of West Salem, Ohio, Lisa earned a B.A. in Business Administration from Mount Vernon Nazarene University.  Active in her community, she is a member of the Wooster Kiwanis and a board member for the United Way of Wayne and Holmes Counties, the Salvation Army.

Outside the office, Lisa enjoys golfing and vacationing with her husband.

 

Dee Durbin, Senior Registered Client Service Associate, Stifel, Wooster, Ohio, Wealth Management

Dee Durbin
Senior Registered Client Service Associate

Dee joined Stifel in 2018 after 35 years with Wells Fargo Advisors and its predecessor firms. She takes great pride in assisting the team and coordinating the information needed to analyze and evaluate client needs.  Dee holds a Series 7 and Series 63 securities license. 

A Norwayne High School graduate, Dee joined Rubbermaid right after graduation and advanced herself to Secretary for the Corporate Legal Department.  She is also an active member in her church and community.

Outside the office, Dee is an avid local sports fan.  She also collects stuffed animals, bears in particular, and enjoys gardening and spending time at Myrtle Beach.

 

Linda Dugan, Client Service Associate, Stifel, Wooster, Ohio, Wealth ManagementLinda Dugan
Client Service Associate

Linda joined Stifel in 2018 bringing with her more than 12 years of client service experience in the financial services industry.  She enjoys providing support to the team and delivering a friendly client service experience.

An Indiana native, Linda graduated from Wooster High School and earned a B.S. from Baldwin-Wallace College.

Outside the office, Linda spends her time enjoying nature and architectural photography, making jewelry, and talking with friends and family, and playing her adorable dog, Gabi.  

 

 

Richard Niemiec, Stifel, Retired Wooster, Ohio, Wealth Management Richard W. Niemiec - Retired

Dick joined Stifel in 2018 after spending 45 years with Wells Fargo Advisors and its predecessor firms.  During his career he was dedicated to helping individuals, organizations, and businesses develop customized plans that reflect their unique goals.  

Dick acquired a Professional Engineering status while working at Rubbermaid, which helped foster his practical approach when working with clients.  With a strong commitment to his community, he has been a member of the Wayne County Junior Achievement program since 1969 and Wooster Kiwanis since 1973.  In addition, he gave a Daily Stock Market Report on WQKT from 1976 to 2014.  He has also been heavily involved in establishing Endowment Funds for his church's elementary school and for Junior Achievement of North Central Ohio.

Dick enjoys traveling, playing pool with his son-in-law, and spending time with his wife, two children, and four grandchildren.