Kyle Adams

CRPC

CRPC

Managing Director/Investments

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Kyle joined Stifel in 2018 after spending nine years as a financial advisor and one year as an intern with Wells Fargo Advisors and its predecessor firm, Wachovia Securities.  His education, experience, and professional affiliations have fostered his conservative approach to offering personalized wealth management services and guidance to his clients.

Kyle was named to Forbes’ Top Next-Gen Wealth Advisors list in 2017, 2018, 2020, and 2021, and to Forbes’ Best-In-State Wealth Advisors list in 2018, 2021, and 2022.  He earned the Chartered Retirement Planning Counselor^SM 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 trustee for Goodwill of Wayne and Holmes Counties, a voting member with the Wooster City Planning Commission, member of Wooster Kiwanis, a board member of Adaptive Sports of Ohio, and running backs coach for The College of Wooster – a role he’s held for the past seven seasons.

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

Forbes’ Top Next-Gen Wealth Advisors, September 21, 2021, July 22, 2020, July 25, 2018, and July 25, 2017, each based on the 12-month period ending March 31 of the year in which published, and Forbes’ Best-In-State Wealth Advisors, April 7, 2022, February 11, 2021, and February 15, 2018, each based on the 12-month period ending June 30 of the year prior to publication, are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.

Lisa Reichert

Associate Vice President/Investments

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Lisa joined Stifel in 2018 after serving as a financial advisor for six 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 to helping her team develop wealth management plans for their clients.

A native of West Salem, Ohio, Lisa earned a B.B.A. in Management from Mount Vernon Nazarene University. Active in her community, she is a member of the Wooster Kiwanis and the chairman of Wooster’s Salvation Army advisory board. She has also held past board positions with Anazao Community Partners, United Way of Wayne and Holmes Counties, and Wayne County Historical Society.

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

Julia Kooser

Client Service Associate

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Julia joined Stifel in 2020, bringing more than 10 years of customer service experience across multiple industries.  She is responsible for providing a high-quality, responsive environment to clients’ overall service experience.  Additionally, she focuses on supporting the team’s marketing and business development efforts.

Originally from Baltimore, Maryland, Julia earned a B.A. in Communication from McDaniel College.  She lives in Wooster with her husband, Brian, and their dog, Mo Williams.  Julia also serves as a board member for Wayne County PAWS.