Who We Are
Byrne Group
Education
• B.S., Business Administration, University of Wisconsin at Green Bay
Experience
Kevin began his investment industry career in 1999 with Everen Securities and joined Stifel in 2019. With more than 25 years of experience serving a wide range of families and institutions, he is prepared to help clients navigate ever-changing market conditions.
Licenses and Certifications
• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• Life, Health, and Variable Insurance Licenses (including annuities)
• Certified Trust and Fiduciary Advisor Designation
• Certified Investment Management Analyst® Designation
Kevin understands that wealth is often accumulated through decades of hard work, discipline, and sacrifice. Very few things are more essential to his clients’ and their families’ pursuit of financial security than professional wealth management, planning, and investing. Gaining an in-depth understanding of how clients accumulated wealth, what it means to them, and what they hope to accomplish is essential when crafting a plan and an investment portfolio that aligns with their goals. His investment philosophy is rooted in time-tested portfolio construction principles, specifically having an appreciation for value investing, the power of diversification, and tax efficiency.
With a focus on risk management strategies and a tactical, opportunistic approach to investing, Kevin strives to build customized portfolio strategies that align with each client’s unique goals. Focusing on affluent families and high-net-worth individuals, Kevin is committed to educating clients to help them make more informed investment decisions. He will also pay close attention to mentions of any changes in clients’ lives that may warrant adjustments to their wealth management or investment strategies. Overall, he strives to listen to your needs, provide guidance, and work with you in a professional manner.
Kevin earned a B.S. in Business Administration from the University of Wisconsin at Green Bay and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses. He also earned the Certified Investment Management Analyst® and Certified Trust and Fiduciary Advisor designations.
Kevin has been married to his wife, Annie, for more than 25 years. Together, they have five children, Bill, Kaitlin, Claire, Sara, and Grace, and two dogs, Benny and Rosie. In his free time, Kevin enjoys spending time with family and friends and getting outdoors to golf, fish, hunt, manage their 20 acre forest in Wisconsin, or hike with the family dogs.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation. Diversification does not ensure a profit or protect against loss.
• B.S., Finance, Illinois State University
Experience
• Kaitlin began her investment industry career in 2023.
Licenses
• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• Life, Health, and Variable Insurance (including annuities)
Kaitlin began her financial services career as an intern with Stifel in 2022. After earning Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses, she became a Registered Client Service Associate in 2023 before transitioning into a Financial Advisor role in 2025. Kaitlin earned a B.S. in Finance from Illinois State University.
Like her father, Kaitlin’s investment philosophy is rooted in time-tested portfolio construction principles. She believes in value investing, the power of diversification, and tax efficiency. With access to Stifel’s high-caliber resources – including research analysts and economic and market strategists – Kaitlin strives to build customized portfolio strategies that align with each client’s unique goals.
Outside of work, Kaitlin enjoys walking along the Chicago lakefront, yoga, and spending time with family and friends. In the summer months, Kaitlin spends as much time as she can at her parents’ lake house in Wisconsin.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation. Diversification does not ensure a profit or protect against loss.