About Me
Kyle Owens joined Stifel in 2019, bringing with him more than 35 years of experience in the financial services industry, having begun his financial services career in 1983. He holds a Bachelor of Arts in Management - Economics from Simpson College and holds FINRA Series 7, 9 & 10, and 63 securities licenses.
Kyle’s investment philosophy centers on a client-first approach, emphasizing the importance of aligning financial strategies with each client’s unique goals, risk tolerance, and time horizon. He believes that wealth planning is not just about numbers—it’s about understanding the full scope of a client’s financial needs, wants, and long-term aspirations. By leveraging asset allocation, portfolio diversification, and disciplined investment management, Kyle crafts customized strategies designed to help clients pursue financial independence and work towards their goal of a secure retirement.
As a volunteer softball coach for Simpson College, Kyle remains actively engaged in his community, demonstrating the same commitment and care he brings to his client relationships. Backed by the resources and research capabilities of Stifel, Kyle is dedicated to helping individuals and families with their goals to build, preserve, and transfer wealth across generations.
Diversification and asset allocation do not ensure a profit or protect against loss.
About Me
Annie Owens began her career in the financial services industry in 2016 and joined Stifel in 2019. She holds a Master of Business Administration from Northwest Missouri State University and holds FINRA Series 7, 63, and 65 securities licenses.
With a strong foundation in macroeconomic analysis and portfolio construction, Annie takes a holistic approach to wealth management. Her advisory process integrates strategic asset allocation, tax-efficient investing strategies, and risk-adjusted performance metrics to help clients pursue long-term financial stability. Annie emphasizes the importance of aligning investment strategies with life-stage planning, cash flow modeling, and retirement income sustainability.
She is committed to delivering a high level of guidance and leveraging Stifel’s robust research and planning tools to help clients navigate market cycles and work towards multigenerational financial goals.
Asset allocation does not ensure a profit or protect against loss. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.