Adams Reichert Wealth Management Group
Kyle Adams
CRPC
CRPC
Managing Director/Investments
2342491120
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 CounselorSM 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.
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 CounselorSM 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
2342491120
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.
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
2342492899
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.
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.
Reid Delaney
Registered Client Service Associate
2342491120
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 portfolio manager. 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 client service experience.
Reid grew up in Wooster, Ohio, and earned a B.A. in Economics from Wilmington College. He went on to earn an MBA from Capital University, where he was a four-year starter and captain for the Fightin’ Quakers lacrosse team. 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 Boys 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.
Reid grew up in Wooster, Ohio, and earned a B.A. in Economics from Wilmington College. He went on to earn an MBA from Capital University, where he was a four-year starter and captain for the Fightin’ Quakers lacrosse team. 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 Boys 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.