Our mission is to provide value to our clients, offering a full suite of wealth management services and acting in their best interests.  Client service, not profit, is the primary focus of our practice. 

We believe that if we do our job well and deliver value-based service, we will develop mutual trust and respect, as well as a comprehensive plan that aligns with the future you envision.  

Doak R. Stolz, CFP® - Senior Vice President/Investments

Doak R. Stolz, CFP®
Managing Director/Investments | Branch Manager 

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“My goal is for clients to be at peace with their world financially.”

Doak is a founding member of the Stolz-Smith Financial Consulting Group of Stifel.  Doak graduated from Bowling Green State University and then joined A.G. Edwards & Sons in Midland as the assistant to the manager in 1986.  After completing his securities registrations, Doak began to build his investment and financial services business.  He earned his CERTIFIED FINANCIAL PLANNER™ certification and became securities licensed to supervise investment personnel in 1988.  He holds Series 7, 9 & 10, 63, and 65 securities licenses.

After A.G. Edwards was acquired, Doak became a Managing Director of Investments for Wells Fargo Advisors before moving to Stifel.  Doak is currently a Managing Director/Investments as well as Branch Manager at Stifel.

He lives with his wife, Amy, and two of their four children, Dennis, Abigail, Scott, and Anna, in Midland.  They are active in their parish, and Doak frequently serves on various boards and committees.  He is also a member of Northeastern Michigan Estate Planning Council (NMEPC), and currently serves on the board of Physician Associates of Mid-Michigan Community Medical Foundation (PAMCMF).  In his spare time, he enjoys pursuing his passion for hunting and fishing.

Contact Doak:
(989) 941-3503


Scott A. Smith, CFP® Senior Vice President/Investments

Scott A. Smith, CFP®
Managing Director/Investments

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“It is a privilege to work for clients and a joy to play a part in helping them work toward their wants, needs, and future aspirations.”

A founding member of the Stolz-Smith Financial Consulting Group, Scott began his investment industry career in 1989 and joined Stifel in 2020.  Prior to Stifel, he worked for Wells Fargo Advisors, and its predecessor firm, A.G. Edwards.

Scott graduated from Michigan State University with a degree in Pre-Law.  Having attained and maintained the CERTIFIED FINANCIAL PLANNER™ certification since 1993, he has leveraged his knowledge and skills to build a practice using a customized planning process to suit the needs of individuals, families, and businesses.  In addition to serving on the investment board for the Chippewa Nature Center, Scott is active in many other areas of the community.

Scott and his wife, Cassie, have triplet sons, Matthew, Christopher, and Jacob, and two daughters, Katie and Alexandra.  They enjoy the great outdoors, and spending time with their family.

Contact Scott:
(989) 941-3504


Ryan D. Anderson, AAMS® - First Vice President/Investments

Ryan D. Anderson, AAMS
First Vice President/Investments

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“Getting to know my clients as friends helps me understand their relationship with their finances.  Relationships build trust.  It is my privilege to help them work toward their goals.”

Ryan began his investment industry career in 2000 and joined Stifel in 2020.  Prior to Stifel, he worked for Wells Fargo Advisors and its predecessor firm, A.G. Edwards.  Ryan was named to Forbes’ Top Next-Gen Wealth Advisors list in 2017 and 2018 and to Forbes’ Top Next-Gen Wealth Advisors Best-in-State list in 2019.

Ryan earned a degree in Finance from Saginaw Valley University.  He holds Series 7, 63, and 65 securities licenses and attained the Accredited Asset Management Specialist™ designation from the College for Financial Planning.

Ryan and his family live in Midland.  They are active in their church and enjoy spending time outdoors.  Ryan enjoys playing golf in the summer months and hunting in the fall.

Contact Ryan:
(989) 941-3505

Forbes' Top Next-Gen Wealth Advisors and Best-in-State Next-Gen Wealth Advisors rankings are based on the 12-month period ending March 31 of the year of publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology.  The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance.  For more information, see www.stifel.info/award-disclosures.


 Jacob R. Smith - Financial Advisor

Jacob R. Smith
Financial Advisor

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“As the world evolves, and more of the responsibility for financial independence falls on the individual, I throughly enjoy helping clients navigate that journey.”

Jacob began his investment industry career in 2016 and joined Stifel in 2020, joining his father, Scott Smith, who serves as a founding member of the Stolz-Smith Financial Consulting Group.  He is proud to work for a team with a heritage of not only helping clients pursue their investment goals, but also one that holds client relationships as a top priority.

Jacob graduated from Michigan State University with a degree in Finance.  Upon graduation, he received the board of trustees’ scholarship award for earning the highest GPA in his graduating class.  He holds Series 7 and 66 securities licenses.

Jacob enjoys volunteering for various charitable organizations in the Midland area.  Both Midland natives, Jacob and his wife, Molly, recently welcomed their daughter, Emma, to the family.  They enjoy spending quality time together and exploring Michigan’s great outdoors.

Contact Jacob:
(989) 941-3506


 Dennis R. Stolz - Financial Advisor

Dennis R. Stolz
Financial Advisor

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“It is my primary goal to deliver top-tier service by taking the time to fully understand my clients' unique financial needs.  I enjoy getting to know each individual, family, and situation, so that together we may build a customized plan for the future.”

Dennis graduated from Northwood University with a degree in Finance while also completing an 18-month internship with the Stolz-Smith Financial Consulting Group.  Shortly after graduation, he attained Series 7 and 66 securities licenses and began to build his practice.   

Dennis and his wife, Maggie, along with their dog, Stella, reside in Midland, where they have lived their entire lives.  Dennis is active in his community, having served as a precinct delegate for Larkin Township.  In his free time, he enjoys hunting, fishing, and trapping.  He is often competing in bass tournaments across the state until his focus shifts to deer and duck hunting in the fall.  

Contact Dennis:
(989) 941-3507