“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 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 licensed to supervise investment personnel in 1988.

Doak managed the Midland office of A.G. Edwards and grew the branch to over $1 billion of client assets during his tenure. 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 and Branch Manager at Stifel.

Doak and his wife, Amy, live in Midland, where they raised their four children, Dennis, Abigail, Scott, and Anna. They are active in their parish, and Doak frequently serves on various boards and committees. Doak is also a member of the Great Lakes Bay Estate Planning Council (GLBEPC) and currently serves on the board of Physician Associates of MidMichigan Community Medical Foundation (PAMCMF). In his spare time, he enjoys pursuing his passion for hunting and fishing.

“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 raised their five children in Midland. They have two daughters-in-law, as well as two grandchildren. They enjoy spending time in the great outdoors and with their family.

“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 earned a degree in Finance from Saginaw Valley State 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.

“As the world evolves, and more of the responsibility for financial independence falls on the individual, I thoroughly 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 and 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, have two children. They enjoy spending quality time together and exploring Michigan’s great outdoors.

“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 before graduation, he attained 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 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. 

“Sound plans can help make goals more achievable. My mission is to add client value by understanding their financial aspirations, then partnering with them to develop, implement, and sustain pathways to get there.”

Justin represents the next generation of the wealth management industry. He focuses on helping clients navigate financial decisions through a structured and thoughtful planning process. His approach emphasizes understanding each client’s unique goals, working to identify and help mitigate risk, and developing strategies designed to support long-term objectives.

Justin believes clients’ interests should come first and views assisting them with their finances and investment plans as a duty to those who place their trust in him and more than a mere professional obligation. He is committed to building long-term relationships grounded in transparency, careful planning, and a high level of communication.

Having begun his financial services career with Stifel in 2026, Justin brings more than two decades of experience as a United States Marine Corps Intelligence Officer, a role in which he developed disciplined analytical approaches to risk assessment and long‑term planning.

Justin earned a Master of International Public Policy from the Johns Hopkins University, School of Advanced International Studies and a Master in Security Studies from the Naval Postgraduate School. His undergraduate degree is a B.A. in History from the University of New Hampshire. Justin also holds Series 6, 7, 63, and 65 securities licenses.

Outside the office, Justin is a member of the Veterans of Foreign Wars (VFW) and the American Legion. In his spare time, he enjoys time with his daughters, the outdoors, reading, and traveling.

Jada began her career in the financial industry as a co-op with A.G. Edwards while she was a junior at H.H. Dow High School. After graduating, she attended Delta College, where she earned her associate degree in Business Studies. In 1988, she became a registered assistant after completing the required studies. She later continued her professional development by earning the Accredited Asset Management Specialist^® designation from the College for Financial Planning. Jada is one of the original members of the Stolz-Smith Financial Consulting Group.

In August, Jada enjoys spending time clerking at the Midland County Fair, where she appreciates watching 4-H youth showcase their animals and present their crafts to judges. Over the years, she has volunteered at local Relay for Life events and, alongside her daughter, enjoys photographing special moments within the community.

Jada is passionate about building meaningful relationships with clients and values creating lasting connections through the care and support she provides. Her compassion and dedication shine through in everything she does. Outside of work she enjoys spending time with her husband, two children, and daughter-in-law, and especially loves her newest role as a grandma.

Deanne has more than 37 years experience in the financial industry. She joined A.G. Edwards in 1995 and obtained her securities registration shortly thereafter. Following the firm’s acquisition, she continued her career with Wells Fargo Advisors before transitioning to Stifel in 2020, when the Stolz-Smith Financial Consulting Group moved their practice. As a Senior Registered Client Service Associate, she takes pride in supporting the financial advisors that she works with and providing excellent customer service to our clients.

Deanne and her husband, Mike, live in Bay City, on their family farm. They raised two children, who during their youth were participants of Bay County Fair as 4-H and Livestock Association members. During that time Deanne was an active volunteer and continues her support of these wonderful programs. They enjoy exploring Michigan and quality time with family.

Kathy is a warm, dedicated professional who brings more than two decades of financial industry experience to our team. She began her career in 2006 with A.G. Edwards in Bay City, later transitioning in 2010 to the Midland branch - navigating its evolution from Wells Fargo to Stifel.

Known for her welcoming spirit, Kathy is the friendly face who greets everyone coming into our office, ensuring a positive experience from the moment they arrive. Outside of work, she is a proud Bay City resident who loves spending time with her family and friends. She is also deeply committed to her community, having volunteered with numerous local organizations over the years, including Relay for Life.

With 17 years of financial services experience, Margy has been a member of the Stolz-Smith Financial Consulting Group since 2019. Having previously worked within mutual fund companies in San Franciso, she possesses a broad understanding of the financial services sector, operations and marketing. Margy translates her industry insight into exceptional customer service, serving as a knowledgeable and dedicated point of contact for client support.

Margy is deeply committed to supporting each client's unique needs with the highest level of professionalism and care. Additionally, she leads the team's marketing initiatives, advertising efforts, and corporate sponsorships. Her academic background includes a Bachelor of Arts in Business/Finance from Hillsdale College.

Outside of the office, Margy prioritizes spending time with her family and friends. She enjoys outdoor activities, traveling, and cooking.

Cam began his financial services career with Stifel in 2022 as an intern for the Stolz-Smith Financial Consulting Group. Upon earning his Bachelor of Arts in Management from Michigan State University, he officially joined the group.

As a Client Service Associate, Cam’s responsibilities within the office focus on client experience through account administration, digital communication, Wealth Tracker support, and social media engagement. When not directly assisting clients, Cam is a true team player – often called upon by our advisors as an additional resource.

Outside the office, Cam enjoys spending time with friends and family. Like other lifelong hockey players, his focus has shifted to the golf course in his adult years.