About Us

My Philosophy

I manage my business by taking this simple approach:  Honesty and integrity come first when working with clients and serving their needs while also providing them with careful, unbiased guidance.  I have formed personal relationships with my clients and take pride in working with families throughout their lifetimes, many spanning three and four generations.

I believe that preserving wealth is just as important as growing it.  I understand that protecting and generating wealth is as much about character, philosophy, outlook, and attitude as it is about money.  My core purpose is to focus on prudent stewardship of my client's assets and to build long-term relationships with a foundation of trust.  

 

I work with long-term investors, multigenerational families, female investors, and socially conscious investors.  I provide cash flow projections and analysis, help manage my clients' investments (including concentrated stock positions, restricted stock units, 401(k) rollovers, and develop pre- and post-retirement income strategies.  I believe in the importance of doing good, being involved in the community, and being respectful, empathetic, and loyal to my clients.
 

 

D. Keith Creech employee photo.

D. Keith Creech
Vice President/Investments
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Keith serves as a Vice President/Investments for Stifel.  Keith primarily focuses on developing customized wealth management and retirement strategies that focus on personal and long-term goals for high-net-worth investors and multigenerational families.  He brings a relationship approach to wealth management and understands that building and preserving wealth requires committment, discipline, and patience. 

After graduating from the University of Missouri-Columbia, he spent nearly 15 years in the financial and analytical software industry - working with both direct clients and executive leadership to improve financial and operational efficiencies.  

In 2018, Keith joined his mentor, George Walton Jr., at Wells Fargo Advisors, who started and built his business in 1986 at A.G. Edwards, to continue the growth and development of their newly formed wealth management team.  That same year, they made a strategic decision to move the team to Stifel for its financial strength, comprehensive product and service offerings, and robust research platform to help clients pursue their goals.  They attribute their success to the relationships they have built, utilizing the full suite of Stifel resources, as well as the clients' support, with a majority of them transitioning to Stifel.

Outside the office, Keith is a very proud husband to his wife, Lindsey, and dad to three amazing kids, Chase (6), Lola (4), and Brooks (2).  He is a passionate St. Louis Cardinals, Blues, and Missouri Tigers fan and enjoys coaching his kids' sports teams, playing golf, attending sporting and live music events, and exercising.  Keith firmly believes in giving back and currently sits on the council for Our Little Haven.  In addition to the Special Olympics, he is also involved in the Junior Achievement program, specializing in financial literacy to help inspire and prepare young people to succeed.  

 


 

Terri Handlang
Client Services Associate

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Terri serves as the team's Client Service Associate.  She has a strong background of outstanding client engagement and business services. She works alongside the team to help deliver a professional client experience while also supporting the office's administrative duties and operational processes. She welcomes new ideas, embraces different opportunities, and continues to grow in the industry.  

Terri began her financial services career in 1992 at Conning Asset Management, where she managed client relations for institutional investors.  In 1999 she moved to A.G. Edwards and joined George Walton Jr. as his Client Service Associate.  Terri helped clients navigate all account-related activities during the mergers of A.G. Edwards, Wachovia Securities, and Wells Fargo Advisors to ensure seamless transition and continuity.  She spent several years at Wells Fargo Advisors overseeing client support and played an integral role in client relations. 

In 2018, Terri joined the team in the transition to Stifel and once again played an impactful role in client account management.  Her work ethic, attention to detail, and reliability, among many other impactful qualities, are what make her an invaluable member of the team. 

Terri is very active in her church and spends much of her time outside the office with her grandkids.