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OUR TEAM |
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Rob Kremer, AIF® Direct: (502) 423-3235
Rob is responsible for designing, implementing, and reviewing the investment plans of our clients. A native Louisvillian, Rob is an alumnus of St. Xavier High School and the University of Dayton, where he earned a B.S.B.A. in Finance and Management. He began his financial services career in 1991 and joined Stifel in 1996. Rob has also recently been named on the Forbes 2021 Best-in-State Wealth Advisors list*. He is married and the father of two sons. In his free time, he enjoys golf and being involved in the kids' sports. Licenses and Certifications
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Stephanie Jaso Direct: (502) 420-3221
As a Financial Advisor Associate, Stephanie is mainly responsible for helping Rob communicate with clients, create and implement investment plans, and provide client education. She also spearheads events and marketing for the team. Stephanie began her career in the investment industry in 2010 with UBS Financial Securities and joined Stifel in 2014. She attended the University of Louisville and Jefferson Community and Technical College. In her spare time, Stephanie enjoys volunteering to help with her son Riley's activities, spending time with her family, golfing, kayaking, and hiking. Licenses
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Heidi Meyer Direct: (502) 420-3222
As a Client Service Associate for The Kremer Group, Heidi is responsible for coordinating service issues and completing ongoing account-related projects, such as required minimum distributions (RMDs), charitable giving, and meeting preparation. Prior to joining Stifel in 2016, Heidi worked for Lowe's and managed a Dental Office. She also worked as a Project Engineer at a nuclear fuel manufacturing facility. Heidi has lived in a number of different states and earned a B.S. in Electrical Engineering from Texas A&M University. She has two daughters, Elisa (University of South Carolina graduate) and Maggie (studying at University of Louisville). In her spare time, Heidi enjoys outdoor activities, including hiking, kayaking, and traveling. |
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Laura Yancy Direct: (502) 420-3231
As a Client Service Associate for The Kremer Group, Laura is responsible for administrative tasks, such as scheduling meetings, issuing checks, and completing documentation. Born and raised in Louisville, Laura earned a B.S. from the University of Louisville. Previously, she has worked as a kickboxing instructor, personal trainer, and administrative assistant. In her spare time, she enjoys frequenting the Parklands for hiking and kayaking and loves reading, painting, and traveling. |
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