Portage, MI Office

Kerrie Kik is a financial advisor with Stifel in Portage, MI, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2008. Outside of her advisory role, she serves as a notary public in Kalamazoo County. Stifel serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jeffrey Siefert is a CFP® with 18 years of experience in the financial services industry. He has been with Stifel Nicolaus & Co Inc since 2017, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment strategy utilizes proprietary models developed by its Investment Strategy Group to guide asset allocation and financial planning.

Rena Fields is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Gregory Seiler is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Stifel since 2017. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved in community and nonprofit activities, including serving on the finance committee of a music-focused nonprofit and acting as president of a condominium association board. Stifel serves a broad range of clients—individuals, institutional clients, and charitable organizations—offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Brett Sweers is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. and Natcity Insurance Services, Inc. since 2008. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which combines forward-looking capital market assumptions with probabilistic modeling to support asset allocation and financial planning.

Tammy Warnicke is a financial advisor at Stifel with 12 years of industry experience. She holds a Series 66 designation and has worked previously at several firms, including The Huntington Investment Company, Kushner & Company, VALIC Financial Advisor, Inc., Kellogg Community Credit Union, LPL Financial, and Wells Fargo Advisors. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Timothy Williams is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services and Robert Baird & Co. He is based in Portage, MI. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and allocation methodologies developed by its Investment Strategy Group, which supports client decision-making without guaranteeing outcomes.

Philip Tatchell is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008 and has concurrently worked with First Advantage Insurance Agency, Inc. and First Of America Brokerage Service, Inc. since 1996. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

George Tatchell is a financial advisor with Stifel in Portage, Michigan, holding a Series 66 license and three years of industry experience. His prior roles include positions at Total Performance Solutions, State Farm Insurance, and Guitar Center. 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.