OUR TEAM


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 

“My goal is for clients to fully understand their financial world.”

Doak is a founding member of the Stolz-Smith Financial Consulting Group.  As a former Vice President/Investments of A.G. Edwards, he managed the Midland office and grew the branch to more than one billion dollars in client assets during his tenure.

Doak graduated from Bowling Green State University in 1986.  He holds Series 7, 8, 63, and 65 securities licenses and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.  He lives with his wife, Amy, and their four children, Dennis, Abigail, Scott, and Anna, in Midland.  They are active in their parish, and he is also a member of Northeastern Michigan Estate Planning Council (NMEPC).  In his spare time, he enjoys pursuing his passion for hunting and fishing.

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

Scott A. Smith, CFP®
Managing Director/Investments

“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 Business Law.  Having attained and maintained the CERTIFIED FINANCIAL PLANNER™ (CFP®) 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 Scott and Cassie have a nearly full-time job keeping pace with the sports and activities of their five children.

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

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

“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' Americas Top Next-Gen Wealth Advisors list in 2017 and 2018 and to Forbes' Next Gen Best-In-State Wealth Advisors 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 SpecialistSM (AAMS®) 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.

Forbes' “America's Top Next Generation Wealth Advisors,” July 25, 2018, and July 25, 2017, and Forbes' “Best-In-State Wealth Advisors,” February 21,2019, rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of over 23,000, 19,000, and 30,000 nominations, respectively.  Advisors are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors.  Qualifying advisors for the Forbes' “America's Top Next Generation Wealth Advisors” were born in 1980 or later with a minimum of four years of relevant experience and have built their own practices and lead their teams, joined teams and are viewed as future leadership, or a combination of both.  Qualifying advisors for the Forbes' “Best-In-State Wealth Advisors” met the following basic requirements:  a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record.  The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys; service models, investing process, client retention, experience levels, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms.  Investment performance is not a criterion.  Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking.  The ranking may not be representative of any one client's experience and is not indicative of the financial advisor's future performance.  Forbes is a registered trademark of Forbes, Inc.  All rights reserved.

 Dennis R. Stolz - Financial Advisor

 Dennis R. Stolz
Financial Advisor

“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 the Series 7 and 66 securities licenses and began to build his financial services practice. 

Dennis and his wife, Maggie, along with their dog, Stella, reside in Midland, where they have both 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. 

 Jacob R. Smith - Financial Advisor

 Jacob R. Smith
Financial Advisor

Jacob Smith began his investment industry career in 2016 and joined Stifel in 2020.  He joins his father, Scott Smith, who serves as a founding member of the Stolz-Smith Financial Consulting Group.  He is proud to work for a group 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 trustee's scholarship award for earning the highest GPA in his graduating class.  He then attained the Series 7 and 66 securities licenses and began to build his financial services practice.

Jacob enjoys volunteering for various charitable organizations in the Midland area.  Both Midland natives, Jacob and his wife, Molly, enjoy spending quality time together and exploring Michigan's great outdoors.