Kyle joined Stifel in 2022 after spending more than 20 years at Cetera Advisor Networks and LPL Financial, two of the nation’s largest independent broker-dealers.  Prior to entering the investment industry in 1999, he worked for more than 10 years in the retail services industry, where he developed an appreciation for helping clients.  This appreciation forms the foundation of his mission statement:  to provide his clients with high-quality service through dedication, determination, and discipline.  Kyle is dedicated to guiding his clients by providing them with the knowledge they need to help them pursue their financial goals.

Kyle holds Series 4, 7, 24, and 63 securities licenses, as well as life, health, and variable insurance licenses (including annuities).  He seeks to continually challenge himself within the investment industry through continuing education in order to better serve his clients’ needs.

A native of Nebraska, Kyle is active in the community through various local charities, such as The Nebraska Humane Society, Make-A-Wish Foundation, Child Savings Institute, American Cancer Society, and Open Door Mission.  He has a passion for water sports, especially wakeboarding and boating.  He is the member of Wakeboard Nebraska, which sponsors clinics and tournaments throughout the state.  He enjoys spending his spare time on the golf course or with his family. 

Matthew began his investment industry career in 2013 and joined Stifel in 2022.  Prior to joining Stifel, he worked at Cetera Advisor Networks for more than nine years.  He believes his strong interpersonal and listening skills paired with his analytical thinking sets the foundation to serve his clients’ wealth management needs.  Effectively supported by a strong team, Matthew strives to provide top-tier service by pinpointing his clients’ financial goals and creating a strategic plan to determine the best way to navigate the current environment.

Matthew holds Series 7, 24, and 66 securities licenses.  He is a proud graduate of Creighton Preparatory High School and continued his Jesuit education at Rockhurst University in Kansas City, Missouri, earning a B.S. in Business Administration in Finance and Accounting.  During his time in Kansas City, Matthew worked as an Analyst for a medical information technology company for four years, working his way up to Senior Analyst before leaving to take on this new career.  Matthew is motivated to help individuals, couples, and families pursue their goals, and he believes mutual cooperation forms the foundation of any strong financial plan.

It is important that you and your family have a comprehensive financial plan that addresses your insurance needs, investment decisions, and preparation for difficult times.  If you have questions about your plan or regarding specific financial products, let’s set up a time to review your goals and address any questions you may have.