Kyle joined Stifel in 2018 after spending nine years as a financial advisor and one year interning 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 earned the Chartered Retirement Planning Counselor™ designation and holds Series 7 and 66 securities licenses.
Kyle grew up in North Canton, Ohio. He earned a B.A. in Economics Management from Ohio Wesleyan University, where he was a four-year starting running back and captain of the Battling Bishop football team.
Outside the office, Kyle serves as a voting member of the Wooster City Planning Commission, member of Wooster Kiwanis, a board member of Adaptive Sports of Ohio and the Wooster Community Hospital Health System, and running backs coach for the College of Wooster. Kyle lives in Wooster with his wife, Sara, and their two boxers.
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. She earned a Bachelor of Business Administration in Management from Mount Vernon Nazarene University and holds Series 7 and 66 securities licenses.
Lisa has lived in the same community her whole life and understands that change is constant. She enjoys meeting and working with clients to learn and understand their current goals and help them build a plan for their future goals and unexpected needs.
Active in the community, Lisa is the chairman of the Salvation Army of Wooster’s advisory board, a member on the Wayne Metropolitan Housing Authority board of commissioners, a member of the Wooster Kiwanis, and serves as a trustee for Goodwill of Wayne and Holmes Counties. She has also held past board memberships with Anazao Community Partners, United Way of Wayne and Holmes Counties, and Wayne County Historical Society.
Outside the office, Lisa and her husband, DJ, enjoy participating in 5K runs, an occasional round of golf, spending time with friends and family, playing with their herd of Dachshunds, and exploring new places while vacationing.
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. Outside of the office, Julia serves as the vice president for PAWS for the Wayne County Dog Shelter. She lives in Wooster with her husband, Brian, their son, Declan, and their two dogs.
Reid began his financial services career at Stifel in 2023. Prior to joining Stifel, he spent five years serving the Wayne County area as a commercial banker. As a Wooster native, Reid has a deep appreciation for the local community and a desire to see its continued growth and development. Reid’s professional and personal experiences have allowed him to develop the skills necessary to deliver a top-tier service experience. He holds Series 7 and 66 securities licenses.
Reid grew up in Wooster, Ohio, and earned a B.A. in Economics from Wilmington College, where he was a four-year starter and captain for the Fightin’ Quakers lacrosse team. Reid went on to earn an MBA from Capital University. At Capital, along with completing his graduate program, Reid was an assistant coach for the Crusaders for two years.
Outside the office, Reid serves as the treasurer for the Wayne Center for the Arts and enjoys playing an active role in the community. He is the head coach for the Wooster High School Varsity Boy’s Lacrosse Team. In his free time, he enjoys being outdoors and traveling with his wife, Elizabeth. When he is not hiking, coaching, or spending time with friends or family, you can find him relaxing at home with his two cats.