Scott S. Webb
Leveraging 60-plus years of investment industry experience, our team provides comprehensive wealth management plans to high-net-worth investors and businesses to help them pursue their financial goals. This is accomplished by creating and implementing customized investment and tax-advantaged strategies designed to generate, preserve, and transfer wealth. Your goals and needs are at the center of our investment process.
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. Our resources include estate attorneys, insurance providers, option strategists, private money managers, CPAs, group benefit specialists, equity and fixed income strategists, and corporate trust affiliations. We also offer clients who may appropriately benefit 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
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
Working in a collaborative environment, I focus on providing retirement planning strategies, higher education planning, and wealth management strategies for high-net-worth investors. Having 20 years of experience adjusting to fluctuating markets, I believe it is critical to establish a disciplined yet flexible investment strategy. Working collaboratively with our team, I seek to create investment plans that align with our clients’ risk levels, income needs, and tax situations. By helping our clients manage their assets while factoring in these considerations, we are in a better position to help them pursue their goals.
Active in my community, I am a past board member and served as a committee member for several YMCA boards, High School Booster Club, and my church. I have also coached numerous youth soccer and basketball teams over the years and believe in financially supporting various charitable organizations and causes in our community.
An Eau Claire native, I graduated from Eau Claire Memorial High School and earned a B.S. in Economics from the University of Minnesota. I live in Eau Claire with my wife, Kim, and my two daughters, Bailey and Alison. I enjoy golfing, fishing, bike riding, and coaching.
Megan L. Simmons
Registered Client Service Associate
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.
Victoria A. Ronnei
Client Service Associate
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.