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Addressing the Unique Needs of Executives and Their Families

Our process was built to help you face challenges by virtue of your pay structure. With complicated equity award packages – as well as potentially complex tax consequences – you deserve specialized guidance. We have developed a number of strategies to help you build and protect wealth through personalized, year-round planning.

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About Stifel and Executive Wealth Consulting Group

Executive Wealth Consulting Group

Tom Lieser

Thomas E. Lieser, Jr., CFP

Managing Director/Investments; Branch Manager

Leigh Gage

Leigh Anne Gage, CFP

Senior Vice President/Investments

Tom Awadalla

Tom L. Awadalla, CFP

Senior Vice President/Investments

Stuart Swift

Stuart Swift, CFP

Financial Advisor

Joseph Lieser

Joe Lieser, CFP

Financial Advisor

Suzi Otte

Suzi Otte, CFP

Client Relationship Manager

Joel Kubala, MBA

Registered Client Service Associate

Safiyya Strausbaugh

Client Service Associate

Jessica Lewis

Client Service Associate

Cynthia Rose

Registered Client Service Associate

Angie Keeley

Senior Registered Client Service Associate

Kami Brown

Kami Brown


P&G Buildings

Serving P&G Employees

Our customized strategies can help you make informed decisions as you approach retirement.

Our Team

Serving C-Suite Executives

We specialize in helping you develop a comprehensive, cohesive financial strategy that fits your unique needs.

Serving Business Owners

We help small business owners develop financial strategies and achievable goals.


Events hosted by Executive Wealth Consulting Group