Our Qualifications

The Kremer Group

Stephanie Jaso, David Kremer (Retired) , Heidi Meyer, Rob Kremer

The Kremer Group was formed in 1996 as a father and son team, to provide customized advice, quality products, and personal service to a select group of families. Since then, the father has retired. The remaining team continues to help people make informed decisions about their money.

As lifelong Louisville residents, we have created a multigenerational practice to help our clients create, preserve, and distribute their wealth. We do this by taking the time to sit down with our clients, to learn about their situation, and what is important to them. Each client is unique, and we create a plan tailored to their situation.


We create long-term relationships with our clients, working with them to provide strategies for the challenges they face over their lifetimes. This timeline could go like this:


Stifel and its associates are not legal or tax advisors.  You should consult with your legal or tax advisor regarding your particular situatuion.