Our Qualifications
John C. Marcolla, CFP®
Senior Vice President/Investments
Education
- Bachelor of Science, Business Administration, Southeast Missouri State University
Licenses
- Series 7, General Securities Representative
- Series 9 & 10, General Securities Sales Supervisor
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- Life, Health, and Variable Insurance (Including Long-Term Care)
- CERTIFIED FINANCIAL PLANNERTM (CFP®) Professional Certification
Experience
John began his investment industry career in 1984 and joined Stifel in 2011. Prior to Stifel, John worked at Edward Jones for 17 years and Merrill Lynch for 11 years.
Memberships
- Hedrick Medical Center – Board of Directors
- Mervyn Jenkins Charitable Foundation – Board of Directors
- St. Columban Parish Finance Committee – Member
- Chillicothe R-II School Board – Former Member
- Chillicothe Industrial Development Corp. – Former Board of Directors
- Grand River Area YMCA – Former Board of Directors
- Chillicothe Country Club – Former Board of Directors
Kyle J. Marcolla, MS, CFP®
Financial Advisor Associate
Education
- Bachelor of Science, Personal Financial Planning, University of Missouri
Licenses and Certifications
- Series 7, General Securities Representative
- Series 66, Investment Advisor Representative
Experience
Kyle began his investment industry career in 2008 and joined Stifel in 2011.
Memberships
- Grand River Area Family YMCA – Former Board Member
- Livingston County Community Foundation – Former Board Member
Our Philosophy
We understand how each of our clients may have a different outlook about their money and how they would like it to work for them. Our goal is to develop a customized wealth management plan that reflects their short- and long-term goals while focusing on their tolerance for risk.
Having attained and maintained the Certified Financial Planner™ (CFP®) certification, we have received training on the duties of good faith and standards of care. We are committed to a client-first philosphy while striving to align their wealth with their values and intentions.
Tiffany D. Walker
Client Service Associate
Education
- Bachelor of Science, Animal Science, Northwest Missouri State University
Experience
Tiffany has more than 15 years of investment industry experience and joined Stifel in 2011.
Memberships
- Member, Livingston County 4H Council
- Leader, Double H 4H Club
- Co-Chair, Children's Ministry Committee at Chillicothe UMC
John C. Marcolla, CFP®
Senior Vice President/Investments
Kyle J. Marcolla, MS, CFP®
Financial Advisor Associate
Stifel, Nicolaus & Company, Incorporated
899 Fairway Drive
Chillicothe, Missouri 64601
(660) 646-8565
(877) 816-1232
Diversification does not ensure a profit or protect against loss. Investing involves risk, including the possible loss of principal. Rebalancing may have tax consequences, which you should discuss with your tax advisor.