Kevin began his investment industry career in 1981 and joined Stifel in 2009. He has been named to Stifel’s Chairman’s Council every year since joining the firm.
Kevin was born and raised in Casper, Wyoming, where he and his 11 siblings attended Natrona County High School. From there, Kevin attended the University of Wyoming before transferring to his dream school, the University of Notre Dame, where he earned a B.B.A. in Finance. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses.
Outside the office, Kevin remains actively involved in the community, serving as a member of the Casper Rotary Club, the Notre Dame Club of Wyoming, Cowboy Joe Club, and alumni of the University of Wyoming Association. While his kids were young, Kevin coached them in a variety of sports. One of his proudest achievements was coaching his son’s, Ryan’s, 8th grade basketball team to an AAU National Championship in Las Vegas in 2005. Although he no longer coaches, Kevin is a proud sponsor and consultant for many youth sport organizations in Casper.
For 2024 qualification, the Stifel Chairman’s Council consisted of 230 of the firm’s top-producing financial advisors from among its more than 2,300 financial advisors across the nation.
Kyle began his investment industry career with Stifel in 2011.
Kyle was born and raised in Casper, Wyoming. He earned a B.S. in Finance from the University of Wyoming and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
After running a start-up company in Colorado, Kyle returned to Wyoming with his wife, Trisha. Kyle and Trisha enjoy traveling and spending time with their three kids, including coaching them in their growing activities. Both Kyle and Trisha are active in several community organizations. Kyle is a member of the Cowboy Joe Club, University of Wyoming alumni club, and a part of the Leadership Wyoming alumni class of 2017.
Cole began his investment industry career in 2017 and joined Stifel in 2019. Prior to joining Stifel, he was an Associate at First Interstate Bank, where he held multiple roles.
Cole was born and raised in Casper, Wyoming, where he earned a record-breaking 11 varsity letters from Natrona County High School. Cole earned a B.A. in Business Administration from Chadron State College, where he was a Captain and four-year starter on the football team. Cole holds Series 7, 9 & 10, and 66 securities licenses as well as life, health, and variable insurance licenses (including annuities). Additionally, Cole holds the Qualified Plan Financial Consultant designation through the National Association of Plan Advisors.
Outside the office, Cole enjoys staying active and continues to be involved in athletics by officiating high school basketball across the state. He is heavily involved in the community, serving on the executive board for the Natrona County Travel and Tourism Council and the board for CASA of Natrona County. When time allows, Cole enjoys traveling and spending time outdoors with his friends and family, especially throughout the summer and fall months in Wyoming.
Grant began his investment industry career in 2020 and joined Stifel in 2022. Prior to joining Stifel, Grant worked at Morgan Stanley in Chicago.
Grant is the youngest of Kevin’s three sons who were all born and raised in Casper, Wyoming. He graduated with a B.B.A. in Management Consulting from the University of Notre Dame and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). In addition, he earned the CERTIFIED FINANCIAL PLANNER® certification, which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements.
Outside of the office, Grant remains heavily involved with his alma mater, serving as an ambassador for the University of Notre Dame Gateway Program. Grant also volunteers for the Jumpball Basketball Programme which supports impoverished youth in Jamaica and Haiti.
Cara was born and raised in Casper, Wyoming, where she graduated from Kelly Walsh High School. She received an Associate’s in Business Administration from Casper College, as well as a Bachelor’s in Finance from the University of Wyoming. Cara holds Series 7 and 66 securities licenses.
Cara has a deep appreciation for the natural beauty of Wyoming. Outside the office, you can find her hiking and camping in the Big Horn Mountains. Cara is happiest outdoors spending time with her friends and family.
Lyndie was raised in northern Montana and graduated high school in Cody, Wyoming. She earned a Master of Arts in Communications and Leadership Studies from Gonzaga University and received an Associate’s from Sheridan College, where she played college basketball for two years.
Lyndie and her husband, Tom, are excited to return to Wyoming after six years in Florida. With three little kids, they enjoy rock hounding, following the T-Bird men’s basketball team, and visiting grandparents and cousins on the weekends.
