Jay began his investment industry career in 1995 and joined Stifel in 2009. He earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. In addition, he attained the Certified Investment Management Analyst® designation administered by the Investments & Wealth Institute™ after completing coursework through The Wharton School of Business. He holds Series 7, 9 & 10, 63, and 65 securities licenses.
Jay earned a Bachelor of Business Administration from the University of Central Oklahoma.
Don has more than 40 years of investment industry experience and is dedicated to helping individuals and families build their financial futures. He is committed to maintaining a solid professional foundation.
Don earned a Bachelor of Business Administration in Finance at the University of Oklahoma. He holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Don lives in Tulsa with his two sons and enjoys traveling, spending time with his family, and actively follows both college and professional football.
Gary is a Managing Director/Investments in the Tulsa office with more than 45 years of industry experience. He earned a degree from Southwestern Oklahoma State University and holds Series 7, 9 & 10, 63, and 65 securities licenses.
Gary leads the King Financial Group of Stifel, which includes Michael King, Eric Reinholz, and Jennifer Weiss, with a commitment to providing the highest possible quality service to clients.
Gary and his wife, Kim, live in Bixby, where they have raised four children and are active in their church, First United Methodist. In addition, Gary has previously served his community with a 13-year tenure on the Bixby school board and served on a subcommittee for the City of Bixby. He also coaches many area youth teams.
Brent began his investment industry career in 1986 and joined Stifel in 2025. His nearly four decades of work for clients has included individuals, families, generational families, and businesses. Brent strives to provide the highest quality service possible to his clients by assisting them with their investments, objectives, and goals.
Brent was raised in rural Oklahoma where he graduated from Oologah-Talala High School. Brent earned a Bachelor of Business Administration from the University of Oklahoma and was a football letterman and starter for three years under Head Coach Barry Switzer. He raised his two sons and daughter in Claremore and, in 2022, moved to Tulsa.
Brent holds Series 7, 9 & 10, and 63 securities licenses.
As a financial professional for more than 35 years and an active member of the community, Dan is dedicated to helping individuals build their financial futures. To stay on top of his field and develop his professional skills, he attends industry training programs.
Daniel earned a Bachelor of Science in Business Management and holds Series 7, 63, and 65 securities licenses. His education, experience, and professional affiliations have fostered his practical approach to offering financial services and guidance to his clients.
Larry is an experienced financial advisor of more than 45 years and takes an individualized approach to his clients’ specific needs. He holds Series 7 and 63 securities licenses.
Larry is proud to call Tulsa his hometown. He is an avid gardener and enjoys music and spending time with his children.
Margaret is a seasoned financial advisor with more than 40 years of financial services experience. She is dedicated to helping clients pursue their financial goals through personalized and comprehensive financial planning, using Stifel’s financial planning resources.
Margaret holds Series 7, 9 & 10, 63, and 65 securities licenses. She uses her deep industry knowledge to create a client-centric approach for her clients. Throughout her career, Margaret has worked with a diverse range of clients, from individuals and families to businesses, providing tailored wealth management strategies that address unique financial needs.
Outside the office, Margaret enjoys traveling and reading, which enriches her perspective and approach to financial guidance.
Bill has more than 45 years of investment industry experience. He earned a Bachelor of Science in Pharmacy from the University of Oklahoma in 1974. Prior to joining Stifel, Bill began his career with A.G. Edwards in 1978. He utilizes a variety of investment vehicles and analyzes clients’ financial goals and risk tolerance in creating comprehensive investment plans.
Outside the office, his hobbies include sports, biking, and playing guitar.
Michael began his investment industry career at Stifel in 2014. He earned a Bachelor of Science in Elementary Education from Oklahoma State University and holds Series 7 and 66 securities licenses.
Outside the office, Michael is a member of New Beginning Baptist Church.
Eric Reinholz brings nearly 20 years of investment industry experience and service to clients in the financial industry. He earned a Bachelor of Arts in Management from Anderson University and focused his efforts on his multi-line agency.
In 2006, Eric, his wife, Becky, and their four children relocated to the Tulsa area, where Eric joined Gary King of the King Financial Group. He attained the Accredited Asset Management SpecialistTM designation from the College for Financial Planning and holds Series 7 and 66 securities licenses.
Outside the office, Eric enjoys coaching basketball, supporting his community with his church, and spending time with his family.
Joel began his investment industry career in 1975 and joined Stifel in 2009. Prior to joining Stifel, he owned Cousins’ Shoes, Inc., before selling it in 1982. He works closely with the team in providing a personalized and client-centric approach to holistic wealth management planning.
Joel earned a Bachelor of Business Administration in Finance from the University of Oklahoma and holds Series 7, 9 & 10, and 65 securities licenses.
Roger began his investment industry career in 1994 and joined Stifel in 2009. He uses a client-centric and personalized approach to help his clients pursue their short- and long-term goals.
Roger earned a Bachelor of Science in Business Administration from Northeastern State University and holds Series 7, 63, and 65 securities licenses.
Keona joined Stifel in 2012, has nearly 30 years of experience in the financial services industry, and holds Series 7 and 63 securities licenses.
Keona was born and raised in the Santa Barbara, California, area and now lives in Tulsa with her daughters, Alyssa and Jenna. In her spare time, she enjoys movies, dancing, and spending time with her family.
Jennifer joined Stifel in 2009 and has more than 20 years of financial services experience. She earned a Bachelor of Arts from Humboldt State University and holds Series 7, 63, and 66 securities licenses. Prior to joining Stifel, she began her career as a sales assistant in California.
In 2007, Jennifer relocated to Oklahoma with her husband, Luke, and her daughter, Rachel. Outside the office, she enjoys creative arts and spending time with her family.
Jennifer joined the King Financial Group of Stifel in 2016. She earned a Bachelor of Science from Northeastern State University and holds Series 7 and 63 securities licenses. She has more than 20 years of financial industry experience.
Jennifer was born in Tulsa and has two adult children. Outside the office, she enjoys traveling, movies, Thai food, walking her dogs, and spending time with her son and daughter.
Wanda joined Stifel in 2025 and has more than 35 years of financial services experience.
Wanda has lived in Claremore for most of her life and has raised her two children there. Outside the office, she loves spending time with her family and taking her boat out on the lake.
