Todd A. Haacke, CPM, CRPC
Managing Director/Investments
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About Me
Before joining Stifel in January 2019, Todd served as a Managing Director at Morgan Stanley and its predecessor firm Smith Barney. Throughout his 30 years in the wealth management industry, he has had a dedicated focus on his clients and their personal financial ambitions by implementing sophisticated wealth management and tax planning strategies. As a leader and co-founder of the team, Todd has helped build The Todd Group into one of the preeminent wealth management resources for individuals and families in the Midwest.
Todd has continued to expand his knowledge base by earning the Certified Portfolio Manager® designation from the Academy of Certified Portfolio Managers after completing coursework through Columbia University, and he puts this knowledge to use in actively managing the team’s discretionary stock portfolio strategies through the Stifel Solutions Program. This expertise is critical to the team’s implementation of the complex wealth planning strategies that Todd has delivered to clients since his career began in 1991. Todd has also obtained the Chartered Retirement Planning Counselor™ designation, which is designed for experienced advisors to gain additional knowledge toward helping clients define a “road map to retirement.”
Todd grew up just south of Dayton and graduated from Miami University in Ohio. He currently resides in Liberty Township with his wife, Karen, and their son, Luke. He enjoys coaching and watching Luke with his athletic endeavors.
The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.
Todd A. Haacke
CPM, CRPC
CPM, CRPC
Managing Director/Investments
5137945010
Before joining Stifel in January 2019, Todd served as a Managing Director at Morgan Stanley and its predecessor firm Smith Barney. Throughout his 30 years in the wealth management industry, he has had a dedicated focus on his clients and their personal financial ambitions by implementing sophisticated wealth management and tax planning strategies. As a leader and co-founder of the team, Todd has helped build The Todd Group into one of the preeminent wealth management resources for individuals and families in the Midwest.
Todd has continued to expand his knowledge base by earning the Certified Portfolio Manager® designation from the Academy of Certified Portfolio Managers after completing coursework through Columbia University, and he puts this knowledge to use in actively managing the team’s discretionary stock portfolio strategies through the Stifel Solutions Program. This expertise is critical to the team’s implementation of the complex wealth planning strategies that Todd has delivered to clients since his career began in 1991. Todd has also obtained the Chartered Retirement Planning Counselor™ designation, which is designed for experienced advisors to gain additional knowledge toward helping clients define a “road map to retirement.”
Todd grew up just south of Dayton and graduated from Miami University in Ohio. He currently resides in Liberty Township with his wife, Karen, and their son, Luke. He enjoys coaching and watching Luke with his athletic endeavors.
The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.
Todd A. Hicks, CRPC
Managing Director/Investments
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About Me
After graduating from Indiana University in 1991 with a degree in Public Health, Todd initially set his sights on earning a Master of Health Administration. However, shifts in the healthcare industry at the time created fewer opportunities, prompting him to take a different path. Drawing on his business background, Todd accepted a role with a small brokerage firm in Cincinnati and quickly discovered a new passion. While it wasn’t the career he originally envisioned, he found deep fulfillment in helping people improve not their physical health, but their financial well-being.
A few years later, Todd joined Smith Barney, where he and colleague Todd Haacke would go on to co-found what is now The Todd Group. Over time, Todd began to see how his early background in healthcare gave him a unique perspective, especially as clients increasingly faced questions and concerns around rising healthcare costs in retirement, one of the most significant financial challenges for many families today.
Motivated to better serve his clients, Todd earned the Chartered Retirement Planning Counselor™ designation, deepening his expertise in helping individuals map out a clear path through retirement. From pre-retirement preparation to asset management and estate planning, his goal is to help clients feel confident, informed, and ready for whatever lies ahead.
Outside of his professional life, Todd is deeply committed to his community. In Madeira, he has served two terms as president of the Madeira Athletic Boosters and has spent years coaching his kids in youth sports roles that reflect his passion for mentorship and teamwork. He is currently a board member of the School of Rock. He’s also a past board member of Big Brothers Big Sisters, where he had the opportunity to mentor at-risk youth in the Cincinnati area.
When he’s not working with clients or giving back, Todd enjoys reconnecting with some of his favorite pastimes, including skiing, rocking out playing guitar in his band, and traveling.
Todd and his wife, Michelle, have long embraced the idea that life much like raising their four children is full of surprises. Those personal experiences shape the way Todd approaches his work today, helping him create investment strategies that are not only thoughtful, but also flexible enough to weather life’s inevitable changes.
Todd A. Hicks
CRPC
CRPC
Managing Director/Investments
5137945013
After graduating from Indiana University in 1991 with a degree in Public Health, Todd initially set his sights on earning a Master of Health Administration. However, shifts in the healthcare industry at the time created fewer opportunities, prompting him to take a different path. Drawing on his business background, Todd accepted a role with a small brokerage firm in Cincinnati and quickly discovered a new passion. While it wasn’t the career he originally envisioned, he found deep fulfillment in helping people improve not their physical health, but their financial well-being.
A few years later, Todd joined Smith Barney, where he and colleague Todd Haacke would go on to co-found what is now The Todd Group. Over time, Todd began to see how his early background in healthcare gave him a unique perspective, especially as clients increasingly faced questions and concerns around rising healthcare costs in retirement, one of the most significant financial challenges for many families today.
Motivated to better serve his clients, Todd earned the Chartered Retirement Planning Counselor™ designation, deepening his expertise in helping individuals map out a clear path through retirement. From pre-retirement preparation to asset management and estate planning, his goal is to help clients feel confident, informed, and ready for whatever lies ahead.
Outside of his professional life, Todd is deeply committed to his community. In Madeira, he has served two terms as president of the Madeira Athletic Boosters and has spent years coaching his kids in youth sports roles that reflect his passion for mentorship and teamwork. He is currently a board member of the School of Rock. He’s also a past board member of Big Brothers Big Sisters, where he had the opportunity to mentor at-risk youth in the Cincinnati area.
When he’s not working with clients or giving back, Todd enjoys reconnecting with some of his favorite pastimes, including skiing, rocking out playing guitar in his band, and traveling.
Todd and his wife, Michelle, have long embraced the idea that life much like raising their four children is full of surprises. Those personal experiences shape the way Todd approaches his work today, helping him create investment strategies that are not only thoughtful, but also flexible enough to weather life’s inevitable changes.
Jeff Scheper, CFP
Senior Vice President/Investments
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About Me
Jeff takes great pride in delivering sophisticated financial strategies in a way that feels clear, approachable, and meaningful, not just for his clients, but for their families and the causes they care about most. He is deeply committed to helping clients build a level of financial confidence that allows them to look beyond their own needs and use their resources to make a lasting impact.
As the team’s lead for complex wealth and tax planning strategies, Jeff plays a key role in bringing all the pieces together. He frequently collaborates closely with clients and their tax and estate planning professionals to ensure every decision is thoughtful, coordinated, and aligned with their long-term goals.
Jeff earned his Bachelor of Science in Business Administration from Xavier University, double majoring in Marketing and Entrepreneurship, and credits much of his foundation to his time at St. Xavier High School. As a CERTIFIED FINANCIAL PLANNER® certificant, he has completed extensive coursework and met rigorous experience requirements, with expertise spanning the full financial planning process. This includes investments, tax strategies, risk management, retirement planning, and estate planning.
He remains committed to continuous learning, staying current with evolving rules and strategies through his involvement with the Cincinnati Estate Planning Council.
Outside of work, Jeff is deeply rooted in his community. He and his wife, Laura, live in Anderson Township with their four children. He is actively involved with Immaculate Heart of Mary School, Horizon Community Church, and the Anderson Area Chamber of Commerce, where he regularly volunteers his time.
When he’s not working or giving back, Jeff enjoys lake trips in the summer, visiting family in Naples, cheering on Xavier Basketball and FC Cincinnati, spending as much time as possible playing or coaching sports with his kids. For Jeff, it all comes back to family, and that perspective shapes the way he approaches both life and his work with clients.
Jeff Scheper
CFP
CFP
Senior Vice President/Investments
5137945012
Jeff takes great pride in delivering sophisticated financial strategies in a way that feels clear, approachable, and meaningful, not just for his clients, but for their families and the causes they care about most. He is deeply committed to helping clients build a level of financial confidence that allows them to look beyond their own needs and use their resources to make a lasting impact.
As the team’s lead for complex wealth and tax planning strategies, Jeff plays a key role in bringing all the pieces together. He frequently collaborates closely with clients and their tax and estate planning professionals to ensure every decision is thoughtful, coordinated, and aligned with their long-term goals.
Jeff earned his Bachelor of Science in Business Administration from Xavier University, double majoring in Marketing and Entrepreneurship, and credits much of his foundation to his time at St. Xavier High School. As a CERTIFIED FINANCIAL PLANNER® certificant, he has completed extensive coursework and met rigorous experience requirements, with expertise spanning the full financial planning process. This includes investments, tax strategies, risk management, retirement planning, and estate planning.
He remains committed to continuous learning, staying current with evolving rules and strategies through his involvement with the Cincinnati Estate Planning Council.
Outside of work, Jeff is deeply rooted in his community. He and his wife, Laura, live in Anderson Township with their four children. He is actively involved with Immaculate Heart of Mary School, Horizon Community Church, and the Anderson Area Chamber of Commerce, where he regularly volunteers his time.
When he’s not working or giving back, Jeff enjoys lake trips in the summer, visiting family in Naples, cheering on Xavier Basketball and FC Cincinnati, spending as much time as possible playing or coaching sports with his kids. For Jeff, it all comes back to family, and that perspective shapes the way he approaches both life and his work with clients.
Bradley A. Clasen
Vice President/Investments
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About Me
Brad graduated from Jacksonville University with a degree in Finance and has been working in the investment industry since 2013.
Following college, he returned to Cincinnati and began his career in the accounting division of a large foreclosure law firm. His experience during the housing crisis, and the impact it had on individuals and families, played a significant role in shaping his desire to pursue a career focused on making a more meaningful, positive difference in people’s lives.
In 2013, Brad joined The Todd Group at Morgan Stanley, where he developed a strong passion for helping individuals and families create comprehensive financial plans and remain focused on their long-term objectives.
Brad’s process begins with a thorough understanding of each client’s priorities, concerns, and long-term goals. He then designs investment and retirement strategies tailored to their individual circumstances and risk tolerance. He has a particular interest in constructing individual stock portfolios and takes pride in helping clients maximize the value of the assets they have worked diligently to build, while providing ongoing guidance as their needs evolve.
A Cincinnati native, Brad grew up in Terrace Park and attended Mariemont High School, where he met his wife, Sarah. They reside in Symmes Township with their daughters, Lucy and Vivian, along with their dog, Murphy, and cat, Luna. Outside of work, Brad enjoys staying active, participating in sports, supporting his community, and spending time with his family.
Bradley A. Clasen
Vice President/Investments
5137945011
Brad graduated from Jacksonville University with a degree in Finance and has been working in the investment industry since 2013.
Following college, he returned to Cincinnati and began his career in the accounting division of a large foreclosure law firm. His experience during the housing crisis, and the impact it had on individuals and families, played a significant role in shaping his desire to pursue a career focused on making a more meaningful, positive difference in people’s lives.
In 2013, Brad joined The Todd Group at Morgan Stanley, where he developed a strong passion for helping individuals and families create comprehensive financial plans and remain focused on their long-term objectives.
Brad’s process begins with a thorough understanding of each client’s priorities, concerns, and long-term goals. He then designs investment and retirement strategies tailored to their individual circumstances and risk tolerance. He has a particular interest in constructing individual stock portfolios and takes pride in helping clients maximize the value of the assets they have worked diligently to build, while providing ongoing guidance as their needs evolve.
A Cincinnati native, Brad grew up in Terrace Park and attended Mariemont High School, where he met his wife, Sarah. They reside in Symmes Township with their daughters, Lucy and Vivian, along with their dog, Murphy, and cat, Luna. Outside of work, Brad enjoys staying active, participating in sports, supporting his community, and spending time with his family.
Michele A. Behling, CFP
Client Relationship Manager
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About Me
Michele plays an integral role in supporting the team’s wealth planning efforts and is dedicated to delivering an in-depth level of service to every client she works with. With a deep understanding of the team’s strategies and processes, she can navigate complex financial matters and provide thoughtful, responsive support for clients’ day-to-day and long-term needs.
She earned her Bachelor of Business Administration in Finance from Augusta University in Georgia and went on to complete her MBA at SDA Bocconi in Milan, Italy. Michele has been in the financial services industry since 2004 and has earned the CERTIFIED FINANCIAL PLANNER® certification, along with with Series 7, 63, and 65 securities licenses.
Outside of work, Michele and her husband, Will, enjoy exploring their local city and surrounding areas. Michele loves traveling the world, experiencing new cultures, and is always eager to pick up new hobbies and interests along the way. Michele dreams of retiring and starting her very own spaghetti / gelato food truck on the beach.
Michele A. Behling
CFP
CFP
Client Relationship Manager
5137945019
Michele plays an integral role in supporting the team’s wealth planning efforts and is dedicated to delivering an in-depth level of service to every client she works with. With a deep understanding of the team’s strategies and processes, she can navigate complex financial matters and provide thoughtful, responsive support for clients’ day-to-day and long-term needs.
She earned her Bachelor of Business Administration in Finance from Augusta University in Georgia and went on to complete her MBA at SDA Bocconi in Milan, Italy. Michele has been in the financial services industry since 2004 and has earned the CERTIFIED FINANCIAL PLANNER® certification, along with with Series 7, 63, and 65 securities licenses.
Outside of work, Michele and her husband, Will, enjoy exploring their local city and surrounding areas. Michele loves traveling the world, experiencing new cultures, and is always eager to pick up new hobbies and interests along the way. Michele dreams of retiring and starting her very own spaghetti / gelato food truck on the beach.
About Me
Adam’s extensive experience, diverse skill set, and industry knowledge allow him to support the team’s marketing campaigns and online initiatives, and above all else, strive to deliver a superior client experience.
Adam graduated from the University of Cincinnati with a B.B.A. in Finance. He began his career in the financial services industry in 2012, working for U.S. Bank and Fidelity Investments prior to joining Stifel in 2019. He holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
A West Side Cincinnati native, Adam lives in the White Oak area of Cincinnati with his wife, Kayla, and their son, Bennett. He enjoys being outdoors with his family, playing sports, attending sporting events, and entertaining friends and family.
Adam G. Higgins
AAMS
AAMS
Financial Advisor
5137945018
Adam’s extensive experience, diverse skill set, and industry knowledge allow him to support the team’s marketing campaigns and online initiatives, and above all else, strive to deliver a superior client experience.
Adam graduated from the University of Cincinnati with a B.B.A. in Finance. He began his career in the financial services industry in 2012, working for U.S. Bank and Fidelity Investments prior to joining Stifel in 2019. He holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
A West Side Cincinnati native, Adam lives in the White Oak area of Cincinnati with his wife, Kayla, and their son, Bennett. He enjoys being outdoors with his family, playing sports, attending sporting events, and entertaining friends and family.
About Me
Andrew joined Stifel in 2020 after graduating from the University of Cincinnati, where he earned a double major in Finance and Marketing.
As a Financial Advisor, Andrew is focused on helping individuals and families build, manage, and protect their wealth with confidence. He takes a client-first approach, working closely with each person to understand what matters most to them and developing personalized strategies designed to support their long-term goals. Whether it is planning for retirement, growing investments, or navigating important financial decisions, Andrew is committed to being a trusted partner every step of the way.
Andrew believes that strong relationships and clear communication are at the heart of good financial planning, and he is dedicated to making complex concepts feel straightforward and actionable for his clients.
Andrew lives in Covington with his wife, CeCe, and their two cats. Outside of work, he enjoys exploring new restaurants, staying active, and spending quality time with friends and family.
Andrew Hicks
AAMS
AAMS
Financial Advisor
5137945015
Andrew joined Stifel in 2020 after graduating from the University of Cincinnati, where he earned a double major in Finance and Marketing.
As a Financial Advisor, Andrew is focused on helping individuals and families build, manage, and protect their wealth with confidence. He takes a client-first approach, working closely with each person to understand what matters most to them and developing personalized strategies designed to support their long-term goals. Whether it is planning for retirement, growing investments, or navigating important financial decisions, Andrew is committed to being a trusted partner every step of the way.
Andrew believes that strong relationships and clear communication are at the heart of good financial planning, and he is dedicated to making complex concepts feel straightforward and actionable for his clients.
Andrew lives in Covington with his wife, CeCe, and their two cats. Outside of work, he enjoys exploring new restaurants, staying active, and spending quality time with friends and family.
About Me
Prior to joining Stifel, Bailey began her career in financial services at Western and Southern in 2022. She earned her Bachelor of Business Administration in Marketing from the University of Cincinnati, where she discovered her passion for blending creativity with strategy and building meaningful connections with clients. She also holds her life and health insurance licenses.
Bailey brings a creative mindset to her role, leading all marketing initiatives and client events for The Todd Group. From developing the team’s brand presence to designing memorable experiences, she focuses on strengthening relationships and leaving a lasting impression, helping clients feel more connected to the team and the work they do.
She thrives on finding new ways to elevate the client’s experience, whether through thoughtful event planning, creative campaigns, or simply adding a personal touch that makes people feel welcomed and valued.
Bailey lives in Deer Park with her boyfriend, along with their cats and dog. Outside of the office, she enjoys staying active through Pilates, playing pickleball, and hosting friends and family.
Bailey Hedrick
Client Service Associate
5137945014
Prior to joining Stifel, Bailey began her career in financial services at Western and Southern in 2022. She earned her Bachelor of Business Administration in Marketing from the University of Cincinnati, where she discovered her passion for blending creativity with strategy and building meaningful connections with clients. She also holds her life and health insurance licenses.
Bailey brings a creative mindset to her role, leading all marketing initiatives and client events for The Todd Group. From developing the team’s brand presence to designing memorable experiences, she focuses on strengthening relationships and leaving a lasting impression, helping clients feel more connected to the team and the work they do.
She thrives on finding new ways to elevate the client’s experience, whether through thoughtful event planning, creative campaigns, or simply adding a personal touch that makes people feel welcomed and valued.
Bailey lives in Deer Park with her boyfriend, along with their cats and dog. Outside of the office, she enjoys staying active through Pilates, playing pickleball, and hosting friends and family.
About Me
Claire has more than 30 years of experience in the financial services industry and joined Stifel in 2024. Prior to that, she worked with Yellow Cardinal Advisory Group, Fidelity Investments, and PNC Investments, building a career defined by strong relationships and a genuine commitment to the people she serves. Claire has always believed that great financial guidance starts with listening, and she takes pride in understanding each client’s unique story, goals, and priorities. Her thoughtful, compassionate approach helps create an experience where clients feel both supported and confident every step of the way.
Throughout her career, Claire has been known for delivering highly personalized service and for recognizing that no two financial journeys are the same. She understands that behind every plan is a family, a set of values, and a vision for the future, and she works to ensure those elements are always at the center of the conversation.
Claire attended the University of Cincinnati and continues to call the west side her home. She is the proud mother of her two daughters, Amanda and Leah, and is especially proud of her role as grandmother to Cassius and Shiloh, who bring her endless joy.
Outside of the office, Claire enjoys spending time outdoors, whether it is taking in fresh air or taking a dip in the pool and enjoying the moment. She is an avid reader who appreciates getting lost in a good book, and a loyal Bengals fan who never misses a chance to cheer on her hometown team.
Claire Hulgin
Client Service Associate
5137945021
Claire has more than 30 years of experience in the financial services industry and joined Stifel in 2024. Prior to that, she worked with Yellow Cardinal Advisory Group, Fidelity Investments, and PNC Investments, building a career defined by strong relationships and a genuine commitment to the people she serves. Claire has always believed that great financial guidance starts with listening, and she takes pride in understanding each client’s unique story, goals, and priorities. Her thoughtful, compassionate approach helps create an experience where clients feel both supported and confident every step of the way.
Throughout her career, Claire has been known for delivering highly personalized service and for recognizing that no two financial journeys are the same. She understands that behind every plan is a family, a set of values, and a vision for the future, and she works to ensure those elements are always at the center of the conversation.
Claire attended the University of Cincinnati and continues to call the west side her home. She is the proud mother of her two daughters, Amanda and Leah, and is especially proud of her role as grandmother to Cassius and Shiloh, who bring her endless joy.
Outside of the office, Claire enjoys spending time outdoors, whether it is taking in fresh air or taking a dip in the pool and enjoying the moment. She is an avid reader who appreciates getting lost in a good book, and a loyal Bengals fan who never misses a chance to cheer on her hometown team.
Samuel Clarke
Registered Client Service Associate
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About Me
Sam began his career in financial services as a 401(k)-planning consultant with Fidelity Investments before joining Stifel in 2025. In that role, he developed a strong foundation in helping individuals better understand their retirement savings and make informed decisions about their financial future. He carries that same client focused mindset into his work today, with an emphasis on building trust and providing thoughtful guidance.
Originally from western Kentucky, Sam earned his Bachelor’s degree in Marketing and Management from the University of Kentucky in Lexington. He holds Series 7, 63, and 65 securities licenses and is committed to continuing to grow his knowledge as he builds his career.
Sam brings an approachable style to his work, enjoying the opportunity to connect with clients and support them as they navigate important financial decisions.
Outside of the office, Sam enjoys staying active through regular workouts, traveling to new places and spending time on the golf course.
Samuel Clarke
Registered Client Service Associate
5137945009
Sam began his career in financial services as a 401(k)-planning consultant with Fidelity Investments before joining Stifel in 2025. In that role, he developed a strong foundation in helping individuals better understand their retirement savings and make informed decisions about their financial future. He carries that same client focused mindset into his work today, with an emphasis on building trust and providing thoughtful guidance.
Originally from western Kentucky, Sam earned his Bachelor’s degree in Marketing and Management from the University of Kentucky in Lexington. He holds Series 7, 63, and 65 securities licenses and is committed to continuing to grow his knowledge as he builds his career.
Sam brings an approachable style to his work, enjoying the opportunity to connect with clients and support them as they navigate important financial decisions.
Outside of the office, Sam enjoys staying active through regular workouts, traveling to new places and spending time on the golf course.
Jackson Kuhn
Registered Client Service Associate
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About Me
Jackson began his career in financial services with Stifel in 2025 after earning his degree in Finance from the University of Cincinnati. As he builds his career, he is focused on developing a strong foundation in the industry and is always eager to learn and grow. He takes pride in the details and approaches each opportunity with a commitment to continuous improvement. He holds Series 7, 63, and 65 securities licenses.
Originally from Anderson, Jackson now lives in Covington. He brings positive and approachable energy to his role and values the opportunity to build relationships while supporting clients as they work toward their financial goals.
Outside of the office, Jackson enjoys spending time with friends and family, watching sports and getting out on the golf course.
Jackson Kuhn
Registered Client Service Associate
5137945016
Jackson began his career in financial services with Stifel in 2025 after earning his degree in Finance from the University of Cincinnati. As he builds his career, he is focused on developing a strong foundation in the industry and is always eager to learn and grow. He takes pride in the details and approaches each opportunity with a commitment to continuous improvement. He holds Series 7, 63, and 65 securities licenses.
Originally from Anderson, Jackson now lives in Covington. He brings positive and approachable energy to his role and values the opportunity to build relationships while supporting clients as they work toward their financial goals.
Outside of the office, Jackson enjoys spending time with friends and family, watching sports and getting out on the golf course.
Grant Kelly
Registered Client Service Associate
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About Me
Grant began his financial services career at Stifel in early 2026. Prior to that, he earned his Bachelor’s degree in Finance and Marketing from the University of Dayton, where he was actively involved in a nationwide business and sales fraternity, building a strong foundation in leadership, teamwork, and communication.
As he starts his career, Grant focuses on learning the industry and developing meaningful connections, bringing energy and a strong work ethic to his role each day and being a sponge to everyone around him.
Outside of the office, Grant enjoys working out, playing golf, watching sports, and spending time with his family, friends and chickens.
Grant Kelly
Registered Client Service Associate
5137945008
Grant began his financial services career at Stifel in early 2026. Prior to that, he earned his Bachelor’s degree in Finance and Marketing from the University of Dayton, where he was actively involved in a nationwide business and sales fraternity, building a strong foundation in leadership, teamwork, and communication.
As he starts his career, Grant focuses on learning the industry and developing meaningful connections, bringing energy and a strong work ethic to his role each day and being a sponge to everyone around him.
Outside of the office, Grant enjoys working out, playing golf, watching sports, and spending time with his family, friends and chickens.
Alex Templin
Registered Client Service Associate
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About Me
Alex began his career in financial services in 2023 with Wells Fargo before joining Stifel in 2026. He earned his Bachelor’s degree in Finance from Wright State University and holds Series 7, 63, and 65 securities licenses. As he continues to grow in his role, Alex is quickly learning the ropes and builds strong relationships with clients each day, bringing a thoughtful and dependable approach to every interaction.
He lives in Loveland with his wife, Gabrielle, their son, Henry, and their dog, Hank. Outside of work, Alex enjoys golfing, watching sports, hunting and spending quality time with family and friends, creating lasting memories along the way.
Alex Templin
Registered Client Service Associate
5137945002
Alex began his career in financial services in 2023 with Wells Fargo before joining Stifel in 2026. He earned his Bachelor’s degree in Finance from Wright State University and holds Series 7, 63, and 65 securities licenses. As he continues to grow in his role, Alex is quickly learning the ropes and builds strong relationships with clients each day, bringing a thoughtful and dependable approach to every interaction.
He lives in Loveland with his wife, Gabrielle, their son, Henry, and their dog, Hank. Outside of work, Alex enjoys golfing, watching sports, hunting and spending quality time with family and friends, creating lasting memories along the way.
