Offices in Lake Ozark and California, Missouri

Navigating Your Financial Future, Together

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Built Around You

Comprehensive Wealth Management

Our team provides client-focused investment guidance and actionable strategies to help you pursue your goals. Combining our extensive experience with Stifel's robust resources, we are privileged to demonstrate how we can serve you and your family across generations. 
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Watch Our Announcement Video

Hear from each of us why we chose Stifel and what this means for you.

Lake Wealth Management Group

Tim Kertz

Tim J. Kertz, CFP

Managing Director/Investments

Joe Hartman

Joe J. Hartman, AAMS

Vice President/Investments

Elgin Rees

Elgin D. Rees, CFP

Vice President/Investments

Liz Byland

Elizabeth Byland, MBA

Client Relationship Manager

Kam Hibdon

Kammeron Hibdon

Client Relationship Manager


By the Numbers

Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

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1890 The Year We Were Founded

and we're still going strong.

11 Billion in Assets Under Advisement

Our Asset Management group has $11 billion in assets under advisement.

As of December 31, 2022.

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We look forward to hearing from you!

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