Karrh Wealth Management Group
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Delivering top-tier service and a high-quality investment experience to help clients mitigate risk to their capital and maintain their wealth throughout generations.
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Kevin T. Karrh, CFP®, CIMA® Kevin is responsible for managing client relationships and all facets of asset allocation, investment strategy, manager selection, and portfolio construction. He began his investment industry career in 2000 with Merrill Lynch, where he served in various leadership roles, including Branch Manager, Advisory Council to Management (ACTM), and team leader for family office services. He joined Stifel in 2019. Focusing on ultra-high-net-worth investors, Kevin develops customized wealth management strategies designed to help clients pursue their unique goals, plan intergenerational wealth transfers, create legacy plans that reflect both family values and philanthropic ideals, all while simplifying the multidisciplinary needs of family offices through the governance, organization, and consolidation of client assets and liabilities. Kevin has implemented his own legacy plan through his involvement in military- and children-based charities in the Dallas community, as well as his own family foundation (a donor-advised fund) to teach values to his family. Kevin holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Certified Investment Management Analyst® (CIMA®) designations. He resides in Frisco with his wife, Jill, and their children, Jordan and Landon.
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Zachary Hope, CPFA Zach has been an integral part of the group since 2014. He initially served as a Client Service Associate, focused on providing attentive, knowledgeable service and operational support for the team and its clients. In 2016, he was promoted to Financial Advisor and assumed strategic client relationship duties for the group. Zach's distinguished service experience includes ongoing economic and investment research and working with Kevin Karrh to monitor the markets and respond to external events. Zach holds the Certified Plan Fiduciary Advisor (CPFA) designation. He and his wife, Jordan, reside in McKinney.
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Megan Krannig Megan began her financial services career in 2013 and joined Stifel in 2019. She is a resourceful problem solver and delivers personalized service to high-net-worth families. Megan enjoys helping clients with their account-related questions and is committed to being accessible. She understands that long-lasting client relationships are dependent on outstanding service, and her determination helps ensure that our clients are comfortable every time they enter our office. Outside of the office, Megan enjoys spending time with family and friends, being outdoors, and furthering her knowledge of meteorology.
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Sarah Stuart Sarah graduated from the University of Texas at Austin in 1999 and started a career in higher education that spanned eighteen years. She earned a Master of Liberal Studies from Southern Methodist University in 2015. Starting her financial services career in 2019, Sarah supports the team by creating reports and analyzing data to help ensure clients' account-related needs are met in the most optimal manner. Outside of work, Sarah and her husband are raising two elementary-age children. They enjoy watching both kids play lacrosse, basketball, and soccer.
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Jaimie Schultz Jaimie has a diverse background in financial services, beginning in 2005. Starting from the ground up, she is well versed in supporting financial advisors' operational needs and managing client accounts, all while delivering top-tier service. Her attributes and concierge service help clients feel truly well taken care of while also providing an overall team attitude for her work family. When Jaimie is away from the office, you can find her on her yoga mat, spending lots of time outdoors being active; especially if it's a beautiful day, enjoying time with her teenage daughter, family, and friends. Being a big foodie, she also enjoys experimenting in the kitchen while sipping a good glass of wine. |