Rob leads a multigenerational team of financial professionals in Louisville, Kentucky helping individuals and families make well‑informed decisions around life and money in the moments that matter. With more than 30 years of experience, Rob provides steady leadership through market cycles and major life transitions, emphasizes a disciplined long‑term planning approach designed to help simplify clients’ financial lives.
A Louisville native, Rob is a graduate of St. Xavier High School and earned his Bachelor of Science in Business Administration degree from the University of Dayton. He is passionate about giving back to the community, particularly through organizations focused on youth development and education. His involvement includes volunteering with First Tee of Louisville and serving on the Board of the St. Xavier High School Alumni Association and the Norton Children’s Hospital Foundation Board of Trustees.
Rob and his wife, Missy, live in Louisville and are the proud parents of two sons and one granddaughter. He enjoys being outdoors, particularly on the golf course.
Forbes’ Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams rankings are each based on the 12-month period ending June 30 and March 31, respectively, of the year prior to publication and selected by SHOOK Research, LLC. AdvisorHub’s Advisors to Watch rankings are based on the 12-month period ending December 31 of the year prior to publication. Each are selected from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see stifel.info/award-disclosures.
Stephanie is dedicated to building strong, lasting client relationships and helping individuals and families navigate their financial lives with confidence. She is passionate about fostering a collaborative planning experience so that clients feel heard, supported, and understood.
In partnership with Rob and Colin, Stephanie plays an integral role in shaping and implementing investment strategies tailored to each client’s objectives. She brings a disciplined, planning-driven approach, assisting clients through investment decisions with clear communication. With a strong emphasis on education, she translates complex financial concepts into clear, actionable guidance, so they can make confident decisions. Stephanie is committed to delivering a high-touch client experience and contributes to the team’s strategic direction of a personalized, goals-based wealth management process.
Stephanie began her career in the investment industry in 2010 with UBS Securities, where she developed a strong foundation in client service, portfolio operations, and investment support. She joined Stifel in 2014 and became part of The Kremer Group in 2015, where she has continued to expand her experience in wealth planning, investment strategy, and relationship management.
Outside of the office, Stephanie enjoys volunteering with her son Riley’s activities, spending time with her husband, Tom, and family, and making the most of time outdoors whenever she can.
Colin specializes in building and coordinating holistic wealth management plans, with particular experience in retirement income planning, investment management strategies, estate planning strategies, and intergenerational wealth transfer. Clients value his ability to see the full picture, anticipate future planning needs, and translate complex strategies into clear, actionable guidance.
Before joining Stifel, Colin built extensive experience working with high-net-worth families, including serving as a Senior Wealth Advisor at a Chicago-based single family office and holding prior roles at Fifth Third Private Bank and AssetMark. He holds a Bachelor’s degree in Finance from the University of South Carolina and has obtained his CERTIFIED FINANCIAL PLANNER® certification.
Colin lives in Louisville’s St. Matthews neighborhood with his wife, Claire, their daughter, Emory, and their golden retriever, Charlie. Outside of work, he enjoys golfing and staying active in the Louisville community.
Heidi plays a critical role in keeping the practice highly organized and operating smoothly. She supports the broader planning process by coordinating details, anticipating needs, and helping ensure a consistent, proactive experience for clients.
Heidi manages ongoing client service needs, including required minimum distributions, charitable giving, and meeting preparation. Her strong organizational skills, precision, and follow-through help support consistent client experience and allow advisors to stay focused on delivering thoughtful advice.
Before joining Stifel in 2016, Heidi built a diverse professional background, including roles at Lowe’s, managing a dental office, and serving as a Project Engineer at a nuclear fuel manufacturing facility. She has lived in several states and earned a Bachelor of Science in Electrical Engineering from Texas A&M University.
Heidi is married and, together with her spouse, has four children and plenty of grand dogs. Outside the office, she enjoys spending time at their cabin in Red River Gorge, hiking, kayaking, and traveling.
Laura is often the first point of contact for clients and plays a vital role in delivering a smooth, responsive client experience. She is known for her strong attention to detail, quick follow-up, and commitment to making sure clients’ day-to-day needs are handled accurately and efficiently.
Laura manages account openings, money transfer, scheduling, and ongoing account maintenance, and she assists clients with paperwork and administrative requests. Clients appreciate her clear communication, reliability, and ability to resolve questions promptly — helping them feel supported and taken care of.
Born and raised in Louisville, Laura earned her Bachelor of Science from the University of Louisville. She joined The Kremer Group in 2020 and takes pride in building meaningful client relationships while being part of a team grounded in integrity.
Outside of the office, Laura enjoys spending time with her partner Chris, her three stepchildren, and her two step-grandsons — who know her as “Lala.” She’s also the proud owner of a very spoiled dog, Mavis, and enjoys gardening, exploring the outdoors, reading, traveling, and painting.
