Jeff Schimmelpfennig

Jeff Schimmelpfennig

Vice President/Investments

Jeff develops wealth management strategies for his clients with the goal of helping them experience their goals during their lifetime and provide a legacy for future generations. 

Jeff is passionate about being a financial advisor and is gratified by coaching clients to implement a disciplined approach to investing.  With a diverse client base of individuals preparing for or in retirement, he takes a personalized approach to planning and takes the time to gain a strong understanding of his clients and their families. As a result, he delivers customized plans to clients that reflect their goals, aspirations, and values. Whether the goal is seeking to generate wealth, retirement income strategies, charitable giving, or preserving and passing a legacy to the next generation, Jeff seeks to design a plan with the right balance of risk and return that strives to bring confidence to his clients. 

Prior to joining Stifel, Jeff worked at Morgan Stanley from 2009 to 2018. Prior to becoming a financial advisor, he spent 21 years with Olivet Nazarene University serving in several leadership roles, including Director of Financial Aid, Athletic Director, and faculty member. He earned a B.S. in Business Administration and an M.B.A. from Olivet Nazarene University.

Outside the office, Jeff enjoys spending time with his family and working with his local church. He is highly active in his faith and believes his lifelong journey has helped shape his decisions and family values, and prioritize his time. The discipline of faith and athletics has helped him create a solid vision for a disciplined approach to wealth management.