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.
Cole began his financial services career at Stifel as a Client Service Associate in 2022 before moving into his current role as a Financial Advisor in 2024. He earned a B.A in History and Education from The College of Wooster and holds Series 7, 63, and 65 securities licenses, as well as life and variable insurance licenses (including annuities).
Cole’s mission is simple: to empower individuals and families to feel confident about their financial future while fostering connections that go beyond the balance sheet.
Cole is committed to understanding each client’s unique needs, goals, and risk tolerance. He believes that financial planning is more than just numbers – it’s about building a strategy that is designed to support how clients want to live their lives today and what it takes to build a sustainable future. Recognizing the importance of investment decisions, retirement planning, and tax strategies, Cole works diligently to create wealth management plans that align with both the short- and long-term objectives of his clients.
Beyond helping clients pursue their financial goals, Cole strives to make a meaningful difference on a personal level. He values strong relationships built on trust, transparency, and open communication. Cole strives to ensure that his guidance reflects not only his clients’ priorities but also their future intentions across generations.
Outside of the office, Cole enjoys spending time with his wife, Devan, and their daughter, Annabeth. He is actively involved in the community, serving on the board of directors for the YMCA of Wayne County and The College of Wooster W Association. Cole also shares his passion for sports as an assistant coach on the varsity football staff at Triway High School in Wooster, Ohio.
Michaela joined Stifel in 2024 and is passionate about delivering top-tier service and making lasting relationships at work. Originally from Mount Gilead, Ohio, she has lived in Wooster for the past two years. Michaela earned a Bachelor of Arts in Early Childhood Education from Mount Vernon Nazarene University.
Michaela and her husband, Adam, were drawn to Wooster for its sense of community and promising growth opportunities. During her free time, she enjoys taking her Bernese Mountain Dog for hikes or long walks, exploring new restaurants, or slow evenings spent reading.
