Adam Chustz

CDFA

CDFA

Senior Vice President/Investments

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Through a highly developed and refined process, Adam helps a select group of high-net-worth families manage their wealth toward confidently leaving an investment legacy across generations. He prides himself on working hard for his clients, staff, and family.

Originally from Hammond, Louisiana, Adam moved to Kentucky to earn a Bachelor of Science in Finance from Murray State University. Upon graduation, he relocated to St. Louis to help develop new financial advisors in the Training Department at Edward Jones. He helped open a successful branch in St. Louis with many wonderful clients before moving back to Kentucky in 2006. After 17 successful years at Edward Jones, he joined Stifel for its comprehensive tools and platforms, broad research coverage, technology development, and flexible culture.

Adam believes community involvement is very important and believes in giving back. He is a past president of the Oscar Cross Boys and Girls Club Board of Directors and past president of the Country Club of Paducah. Adam is currently serving on the board of Family Service Society.

Adam lives in Paducah with his son, Coen. They both love discussing their favorite sports teams and players. In his personal time, he enjoys being active, playing tennis, traveling, cooking, and being outdoors.

As an experienced financial advisor, Adam believes the process of helping his clients plan and pursue their goals still is as fulfilling and invigorating as when he first entered the industry.

E-mail Adam.

Elliot Treece

First Vice President/Investments

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Elliot began his investment services career in 2012 and joined Stifel in 2018. Prior to joining Stifel, he served as a financial advisor with Edward Jones, where he focused on forming long-term relationships with a select group of high-net-worth individuals and families.

Prior to becoming a financial advisor, Elliot earned a B.S. in Biology with a minor in Chemistry from Murray State University. He also holds Series 7 and 66 securities licenses.

Outside the office, Elliot is a valued member of his community. He is also a member of Paducah Young Professionals and Lone Oak First Baptist Church.

E-mail Elliot.

Sally Teague

Client Service Associate

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Sally started her financial services career in 2007 and joined Stifel in 2018. Prior to Stifel, she assisted Adam as a Client Service Associate at Edward Jones for nearly five years. Prior to that, she worked in retail and commercial banking. She has earned a Bachelor of Science in Public Relations, Minor in Organizational Communications at Murray State University.

E-mail Sally.

Lacey Metzger

Client Service Associate

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Lacey began her financial services career with Stifel in 2020. Prior to Stifel, she worked within a public school system for nearly 20 years. Lacey’s main priority is building strong client relationships while delivering responsive, top-tier service. Outside the office, Lacey and her husband, Nathan, have a son, Joseph, who is a busy toddler and keeps them on their toes. As a family, they love to be outdoors and traveling.

E-mail Lacey.

Hanna Rhinehart

Client Service Associate

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As first point of contact, Hanna is responsible for building strong rapport with clients and ensuring accurate maintenance on all client accounts. She brings an outgoing and positive attitude to the office while creating long-lasting client relationships. Hanna earned a degree from Murray State University. Outside the office, she is a member of the Ladies League at Rolling Hills Country Club, as well as a member of the Free Gospel Church.

E-mail Hanna.