David began his investment industry career in 2000 and joined Stifel in 2023. He grew up under the guidance and tutelage of his father, Dale, who has since retired from the industry.
Prior to joining Stifel, he spent 12 years working at UBS Financial Services. David works closely with clients to create customized retirement plans, select individual investments, and develop money management plans that suit their individual needs.
David earned a B.S. in Business Administration from Midland Lutheran College in Fremont, Nebraska. He resides in Bennington with his wife, Krissy, and their pets. Outside the office, he enjoys sports, cooking, photography, and drumming in various music ensembles in the Omaha area. David as previously the drumline instructor for the Ralston High School Marching Band.
Kyle joined Stifel in 2022 after spending more than 20 years at Cetera Advisor Networks and LPL Financial, two of the nation’s largest independent broker-dealers. Prior to entering the investment industry in 1998, he worked in the retail services industry, where he developed an appreciation for helping clients. This appreciation forms the foundation of his mission statement: to provide his clients with high-quality service through dedication, determination, and discipline. Kyle is dedicated to guiding his clients by providing them with the knowledge they need to help them pursue their financial goals.
Kyle holds Series 4, 7, 24, and 63 securities licenses, as well as life, health, and variable insurance licenses (including annuities). He seeks to continually challenge himself within the investment industry through continuing education in order to better serve his clients’ needs.
A native of Nebraska, Kyle is active in the community through various local charities, such as The Nebraska Humane Society, Make-A-Wish Foundation, Child Savings Institute, American Cancer Society, and Open Door Mission. He has a passion for water sports, especially wakeboarding and boating. He is the member of Wakeboard Nebraska, which sponsors clinics and tournaments throughout the state. He enjoys spending his spare time on the golf course or with his family.
Matthew began his investment industry career in 2013 and joined Stifel in 2022. Prior to joining Stifel, he worked at Cetera Advisor Networks for more than nine years. He believes his strong interpersonal and listening skills paired with his analytical thinking sets the foundation to serve his clients’ wealth management needs. Effectively supported by a strong team, Matthew strives to provide top-tier service by pinpointing his clients’ financial goals and creating a strategic plan to determine the best way to navigate the current environment.
Matthew holds Series 7, 24, 63, and 65 securities licenses. He is a proud graduate of Creighton Preparatory High School and continued his Jesuit education at Rockhurst University in Kansas City, Missouri, earning a B.S. in Business Administration with major concentrations in Finance and Accounting. During his time in Kansas City, Matthew worked as an Analyst for a medical information technology company for four years, working his way up to Senior Analyst before leaving to take on this new career. Matthew is motivated to help individuals, couples, and families pursue their goals, and he believes mutual cooperation forms the foundation of any strong financial plan.
It is important that you and your family have a comprehensive financial plan that addresses your insurance needs, investment decisions, and preparation for difficult times. If you have questions about your plan or regarding specific financial products, let’s set up a time to review your goals and address any questions you may have.
Michael has spent more than three decades helping clients seeking to turn their financial goals into reality. He serves a select group of high-net-worth individuals and families, designing tailored wealth management strategies that reflect their unique circumstances and aspirations. Mike’s areas of focus include retirement planning, corporate executive services, alternative investments, and the hedging and monetization of concentrated stock positions. Through the Stifel Solutions Program, he also manages portfolios on a discretionary basis for clients who choose this advisory services program.
Michael began his investment services industry career in 1992, shortly after earning his B.S.B.A. in Finance from Creighton University. One of the most meaningful moments in his early career came in 1995 when he was selected by the top advisor in his firm to be made a partner. That decision helped shape his path and instilled a deep sense of responsibility. After his mentor’s passing in 2000, Michael carried forward that legacy with pride and purpose. He went on to become the first million-dollar producer for Wells Fargo’s bank channel in Nebraska in 2008, a milestone he continued to achieve annually. In 2024, Michael transitioned his practice to Stifel, a move that marked a new chapter, allowing him to operate in a truly client-centered environment that aligns with his values. In 2025, Michael took on the role of Branch Manager for Stifel’s Omaha, Lincoln, and Atlantic offices. In this leadership position, he is dedicated to helping the financial advisors he supports reach their full potential. He creates an environment that encourages collaboration, professional growth, and a strong commitment to client service. Michael supports each advisor in building and refining their individual practices. He believes that trust, transparency, and doing what is right for clients are the cornerstones of lasting success.
In 2001, Michael earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc., 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. Michael takes great pride in the knowledge and commitment to continuing education that the CFP® certification represents. His clients and colleagues would describe him as deeply caring, highly experienced, and unwaveringly dedicated to helping others pursue their financial potential.
Michael’s life outside the office is centered around family, tradition, and a healthy dose of competition. He and his wife, Kyle, are proud parents to two daughters, Olivia and Ava, and are currently building their dream home on a lake. That project has rekindled Michael’s love of fishing and sparked a new interest in all things aquatic.
A passionate home cook, Michael enjoys keeping his family’s Italian and Czech recipes alive. He often adds his own twist and uses technology to perfect dishes made from scratch. He also plays competitive amateur golf, taking the game seriously and always playing by USGA rules. Whether he is on the course, in the kitchen, or cheering on Creighton University’s men’s basketball team, Michael brings the same thoughtful intensity and joy to everything he does.
Michael and his wife have a long history of giving back to their home community of Omaha, serving on multiple boards of directors and driving positive change. Michael is also a proud supporter of Jesuit education and remains actively involved with his alma maters, Creighton Preparatory School and Creighton University. His commitment to being other-centered, a core Jesuit value, continues to shape how he approaches both life and work.
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.
Wayne began his investment industry career in 1981 and joined Stifel in 2000. Over the years, he has guided individuals, families, businesses, and institutions through challenging and rewarding market cycles. He leads the team in maintaining an outstanding level of service, providing guidance to his associates and clients alike. Prior to becoming a financial advisor, he served as an insurance agent from 1975 to 1981.
Wayne earned a Bachelor of Arts in Education – Secondary Mathematics from Wayne State College and holds various applicable securities registrations, as well as life, health, and variable insurance licenses (including annuities). A long-time resident of Douglas County, he has previously served as a board director and president of the Lake Waconda Home Owners Association and as a board director of Cass County Sanitary and Improvement Districts (SID) #1.
Scott began his investment industry career in 2003 and joined Stifel and the team in 2017. He is responsible for effectively delivering the team’s wealth management and planning process to a broad array of clients. Prior to Stifel, he served as a Financial Advisor with LPL Financial for nearly four years and as Regional Vice President, Advisor Consultant with Hartford Life Distributors for 10 years.
Scott earned a B.S.B.A. in Marketing from the University of Pittsburgh. He has also attained the Chartered Retirement Plans Specialist™ and the Chartered Mutual Fund Counselor™ designations and holds Series 6, 7, 9 & 10, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities). He also serves as president with Pacific Springs Homeowners Association.
Don began his investment industry career in 1983 and joined Stifel in 2009. He works with clients to help them organize and manage their financial life by identifying and prioritizing their short- and long-term goals. Prior to joining Stifel, he most recently served as a Financial Advisor with Citigroup Global Markets for 15 years.
Don earned a B.S. in Business Administration from the University of Nebraska at Kearney and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Josh began his investment industry career at Stifel in 2024. Prior to joining Stifel, he worked as a lead Senior Fraud Analyst at Fiserv, serving financial institutions with assets ranging anywhere from $200 million to $35 billion. Josh worked as an extension of their fraud team, helping to mitigate losses for them and their cardholders. He works with his clients to learn about their goals, families, lifestyle changes, and retirement goals.
Josh earned a B.S. in Business Administration. He holds Series 7, 63, and 65 securities licenses.
Len brings more than 30 years of investment industry experience to the team. He began his career with Smith Barney in 1992, which eventually merged with Morgan Stanley in 2009. He joined Stifel in 2013.
Len earned a B.S.B.A from the University of Nebraska-Lincoln and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities). He also attained the CERTIFIED FINANCIAL PLANNER® certification and Chartered Retirement Plans SpecialistSM designation.
Outside the office, Len serves as President/Treasurer for the Kimmel Orchard & Vineyard Educational Foundation. He has previously served on the boards for Lincoln Children’s Zoo; Cornhusker Council, Boy Scouts of America; Lincoln Community Playhouse; and Abendmusik: Lincoln.
Ross joined The Weyeneth Group in 2013. Before joining the team, he interned with Ernie and Len at the Kimmel Foundation.
Originally from Wisner, Nebraska, Ross earned a B.S. in Agribusiness and a B.S.B.A. in Finance from the University of Nebraska-Lincoln and holds the Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities). He also attained the CERTIFIED FINANCIAL PLANNER® certification.
While in school, he was involved in various organizations, including the Nebraska Human Resources Institute, the Innocents Society, and Alpha Gamma Rho fraternity. He currently serves in roles for the fraternity’s alumni board and educational foundation.
Melanie has been in the financial services industry for more than 45 years. She moved with The Weyeneth Group to Stifel in 2013, serving as the first point of contact for our clients. She assists our clients with all administrative questions and requests that they may have regarding their accounts with Stifel.
Melanie and her husband, Dale, have 14 grandkids who keep them busy with following their numerous sports activities. Melanie and Dale also enjoy riding their motorcycle on poker runs in the summer to support local charities.
