Scott S. Webb

Managing Director/Investments

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Leveraging more than 20 years of investment industry experience, I provide comprehensive wealth management plans to high-net-worth investors and businesses to help them pursue their financial goals.  I accomplish this by creating and implementing customized investment and tax-advantaged strategies designed to generate, mitigate risk to, and transfer wealth across multiple generations.  My investment process centers on your goals and needs.

Our team focuses on clients’ domestic and international investments, group benefit plans, sales management, and business operations.  We have developed a pool of professional consultants and have access to other valuable resources to help ensure our clients receive a high level of service and personalized attention.  We consult with our clients’ estate attorneys, insurance providers, option strategists, private money managers, CPAs, group benefit specialists, equity and fixed income strategists, and corporate trust affiliations.  When appropriate, we also offer access to our high-net-worth capabilities, such as hedge funds, private equity, exchange funds, opportunity zone funds, and structured notes.

Active in my community, I have served on numerous boards and enjoy supporting the arts, youth sports, and the less fortunate in our community.  I also enjoy traveling, fishing, attending sporting events, and listening to music.  My wife, Cindy, and I reside in Eau Claire, Wisconsin.

Adam M. Gewiss

CFP

CFP

Financial Advisor

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Having begun my financial services career with Stifel in 2014, I have had various roles that focused on administration, investment plan implementation, and developing client-facing presentations.  Today, I seek to provide clients with a greater, holistic view of their financial picture.  To do this effectively, I draw on the knowledge gained from attaining the CERTIFIED FINANCIAL PLANNER™ certification to help my clients navigate the wealth planning process, listening to their goals, and tailoring a plan suited to their financial future and lifestyle.

Outside of the office, I serve as a board member for the Wisconsin-Upper Michigan Bridge Association and previously served five years as the unit treasurer.  In addition, I assist on the video team at my church and enjoy bicycling, bowling, and disc golfing.  I love spending time with my wife, Katelyn, and three-year-old son, Titus.

Jon D. Bowe

Financial Advisor Associate

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Working in a collaborative team structure, I help high-net-worth investors develop strategies to manage their wealth and plan for retirement and higher education.  With nearly 20 years of experience adjusting to fluctuating markets, I believe it is critical to establish a disciplined yet flexible investment strategy that aligns with each client’s individual risk tolerance, income needs, and tax situation.

As a passionate advocate for the community, I have served as a board member for church, the High School Booster Club, and the YMCA, where I have been on several committees.  Over the years, I have coached youth soccer and basketball, and I continue to support various charitable organizations and causes in our community.  

I am an Eau Claire native and graduated from the University of Minnesota, where I earned a B.S. in Economics.  I continue to live in Eau Claire with my wife, Kim, and two daughters, Bailey and Alison, and enjoy golfing, fishing, bike riding, and coaching.

Megan L. Simmons

Registered Client Service Associate

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Having been in the financial services industry since 2010, I assist our team with a wide variety of administrative support duties and am committed to providing a high level of service to our clients.  I also earned a diploma in Office Administration from Minneapolis Business College and hold Series 7 and 63 securities licenses.

My husband, Brad, and I live in Eau Claire with our daughter, Abigail (Abby); our son, Henry; two dogs, Bella, a black Lab German Shepherd mix, and Achilles, a White German Shepherd; as well as our rescue cat, Daisy. 

Away from the office, we spend our spare time working on home renovation projects, trying new recipes, attending our children’s sporting events, and spending time with family.  I also volunteer with my daughter’s Girl Scout Troop.

Victoria A. Ronnei

Client Service Associate

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With nearly ten years of customer service experience, I assist the team to preserve the high-level of support our clients have come to know and expect.  I also help with an assortment of administrative duties.

I have called Wisconsin home for the past 18 years.  My husband, Mike, and I reside in Bloomer with our two daughters.  Outside the office, I enjoy fishing, camping, cooking, crafting, and family game nights.

Zachary A. Knox

CFP

CFP

Registered Client Service Associate

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I began my financial services career with Stifel five years ago.  Prior to this, I worked in the customer service field, and I apply this experience toward providing clients with the best experience possible.  I earned a B.S. in Mathematics from the University of Wisconsin, Platteville and hold Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).  I obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2021.

While originally from Central Wisconsin, I have called Chippewa Valley home since 2016.  My hobbies include hiking, snowboarding, disc golfing, camping, fishing, hunting, and spending time with my family and friends.

Beth A. Garza

Client Service Associate

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Having been in the financial services industry since 1995, I have served clients in many roles.  My service philosophy is client centric, building strong client relationships through proactive contact and handling all administrative needs.

I earned a B.S. in Business Administration with an emphasis on Accounting from the University of Wisconsin, Eau Claire.  I grew up in Eau Claire and live here with my mom, after my dad and my husband passed away several years ago.  I enjoy reading and belong to a book club with long-time friends, spending time with family and friends, traveling, walking, and being outdoors in general.  Some of my spare time is also spent working on home renovation projects.