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Barth R

Series 63, Series 65

Grand Rapids, MI

STIFEL

Barth Roberts is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 1989. Outside of his advisory work, he serves as the School Board President for Hope Academy of West Michigan, a charter school in Grand Rapids. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

General retirement planning Income planning
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Paul D

Series 63, Series 65

Grand Rapids, MI

STIFEL

Paul Drueke is a financial advisor with STIFEL in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with STIFEL since 1989. Outside of his advisory role, Drueke serves as a board member for the Potter's House Foundation, a Christian school organization. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning analyses.

General retirement planning Income planning
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Brett G

Series 63, Series 65

Grand Rapids, MI

STIFEL

Brett Gortsema is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel, Nicolaus & Co., Inc. since 2001. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

General retirement planning Income planning
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Ryan N

Series 63, Series 66

Grand Rapids, MI

STIFEL

Ryan Nussdorfer is a financial advisor with Stifel in Grand Rapids, MI, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Bank of America, Merrill, and Jackson National Life Distributors. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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John F

Series 63, Series 65

Grand Rapids, MI

STIFEL

John Fuger is a financial advisor with STIFEL in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad client base that includes individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services alongside financial planning and third-party adviser recommendations. The firm employs proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client decision-making.

General retirement planning Income planning
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Matthew E

ChFC®, Series 66

Grand Rapids, MI

STIFEL

Matthew Ehinger is a ChFC® credentialed financial advisor with 20 years of industry experience, currently affiliated with Stifel Nicolaus and Company Incorporated where he has worked since 2005. He is based in Grand Rapids, MI. Outside of his advisory role, he owns farmland in Holland, MI. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations by providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology that incorporates forward-looking market assumptions and probabilistic modeling.

General retirement planning Income planning
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Stephen W

CFP®, Series 66

Grand Rapids, MI

STIFEL

Stephen Watkins is a CFP® with 17 years of industry experience and has been with Stifel since 2007. He serves on the advisory boards of Partners Worldwide and the Salvation Army, providing guidance on nonprofit activities in his community and abroad. Stifel serves a broad client base, including individuals, institutions, and charitable organizations, offering brokerage and advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Peter V

Series 63, Series 65

Grand Rapids, MI

STIFEL

Peter Vanderschaaf is a financial advisor with Stifel in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Stifel since 1988. Vanderschaaf serves as treasurer on the board of the Dutch Reformed Translation Society and is a board trustee for the Akademie Fur Reformatorische Theology, a theological seminary in Germany. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing 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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Tricia O

Series 66

Grand Rapids, MI

STIFEL

Tricia O Hearn is a Series 66-licensed financial advisor at Stifel with 19 years of industry experience, having been with the firm since 2005. She is based in Grand Rapids, MI, and also serves as a notary. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations. The firm provides 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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Kyle T

Series 66

Grand Rapids, MI

STIFEL

Kyle Travis is a financial advisor at Stifel with 16 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009 and holds a Series 66 designation. Travis serves on the board of Luciana’s Legacy, a nonprofit supporting families with children facing terminal illnesses, and is actively involved in the Grand Rapids Lions Club, where he currently serves as president. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

General retirement planning Income planning
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Mark D

Series 63, Series 65

Grand Rapids, MI

STIFEL

Mark Darnell is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. Inc. since 2009. The firm serves a broad range of clients, including individuals, institutional investors, and municipal entities, providing brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Dowie V

Series 66

Grand Rapids, MI

STIFEL

Dowie Vanderschaaf is a financial advisor with Stifel in Grand Rapids, MI, holding a Series 66 credential and 20 years of industry experience. He has been with Stifel Nicolaus Inc since 2005. Outside of his advisory role, he is a managing partner of PDJ LLC, involved in buying, selling, and managing rental properties. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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