West Des Moines, IA Office

Kyle Owens is a financial advisor with Stifel who holds a Series 63 designation and has 42 years of industry experience. He previously worked at Raymond James & Associates for 21 years before joining Stifel Nicolaus & Co Inc in 2019. Outside of his advisory role, Owens has served as an assistant women's softball coach at Simpson College since 2007 and is involved as Noble Grand in the Fort Des Moines Odd Fellows Lodge. Stifel serves a broad range of clients, including 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.

Jay Pender is a financial advisor at Stifel with 19 years of industry experience and holds the Series 66 designation. He has previously worked at Wells Fargo Clearing and Edward Jones. 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.

Anna Clark is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has worked at Stifel, Nicolaus & Co. since 2024. Prior to her current role, she has held positions at various organizations including JR's South Pork Ranch and St. Kilda, and she was a student at the University of Notre Dame until 2024. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Mark Malone is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Stifel since 2024. Prior to joining Stifel, he worked for 13 years at Bank of America and Merrill Lynch. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Sara Vinson is a financial advisor at Stifel with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Cetera Advisor Networks, Voya Financial Advisors, and JPMorgan Chase Bank. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing clients with data-driven asset allocation and planning analyses.

Grant Clark is a financial advisor at Stifel with 27 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2024, previously spending 13 years at Bank of America and 25 years at Merrill. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Anna Owens is a financial advisor at Stifel with nine years of industry experience. She holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019 and previously at Raymond James and Associates from 2016 to 2019. Owens serves on the board of House of Hope Haiti, a Christian-based mission that operates a K-13 grade school, where she coordinates a school sponsorship program and participates in board meetings. Stifel serves a broad range of clients, including individuals, institutional clients, 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.