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Shawn K

Series 63, Series 65

Grand Rapids, MI

STIFEL

Shawn Kersjes is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on a proprietary methodology from its Investment Strategy Group. The firm provides fee-based financial planning and asset allocation guidance intended as a basis for client decisions.

General retirement planning Income planning
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Jessica M

CFP®, Series 63, Series 65

Grand Rapids, MI

STIFEL

Jessica Mariucci Kurylowicz is a Certified Financial Planner (CFP®) with 33 years of industry experience, currently serving as a financial advisor at Stifel since 2016. She holds Series 63 and Series 65 licenses and acts as a trustee of a personal family trust. Stifel serves a diverse client base, including individuals across wealth levels, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
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Valeri L

Series 63, Series 65

Grand Rapids, MI

STIFEL

Valeri Lawson is a financial advisor with Stifel in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

General retirement planning Income planning
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Michelle S

Series 63, Series 65

Grand Rapids, MI

STIFEL

Michelle Stebbins is a financial advisor at Stifel with Series 63 and Series 65 designations and 26 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018 and previously at Wells Fargo Clearing from 2016 to 2018. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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Andrew W

Series 63, Series 65

Grand Rapids, MI

STIFEL

Andrew Wilson is a financial advisor at Stifel in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has worked at Stifel since 2016 and previously spent nine years at Oppenheimer. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on asset allocation and financial planning analyses to support client decision-making.

General retirement planning Income planning
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Kevin C

Series 63, Series 65

Grand Rapids, MI

STIFEL

Kevin Cusack is a financial advisor with Stifel in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, Cusack manages his family’s farming operations, serves on the board of a college foundation, participates in veterans’ event planning, and holds several advisory and board positions related to publishing, education, and community development. Stifel serves a diverse clientele including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies that incorporate forward-looking market assumptions and probabilistic modeling to support asset allocation and financial planning.

General retirement planning Income planning
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Charles L

Series 66

Grand Rapids, MI

STIFEL

Charles Langeland Jr. is a financial advisor with Stifel in Grand Rapids, MI, holding a Series 66 designation and 13 years of industry experience. He has previously worked at Global Retirement Partners, LLC, LPL Financial, LLC, and Comerica Securities, Inc. since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

General retirement planning Income planning
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Andrew A

Series 66

Grand Rapids, MI

STIFEL

Andrew Ahrens is a financial advisor at Stifel in Grand Rapids, MI, holding a Series 66 designation with four years of industry experience. His work history includes positions at Stifel since 2021, Northwestern Mutual in 2021, and other roles prior to entering the financial services sector. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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June M

Series 63, Series 65

Grand Rapids, MI

STIFEL

June Matthysse is a financial advisor with Stifel in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016. Outside of advisory duties, Matthysse is a notary public. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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