Helping You Pursue Your Financial Goals

Our Team

Urquhart Wealth Management Group

Kreg Urquhart

Kreg Urquhart

Senior Vice President/Investments

Trace Urquhart

Trace Urquhart

Financial Advisor

Bob Allen

Bob Allen

Financial Advisor Associate

Jacy Urquhart

Client Service Associate

Woman at desk with phone, laptop, calculator, and financial documents

Planning Your Financial Future

Starts Today.

We believe planning is the most critical element to pursuing financial success. We operate under the philosophy that a well-developed, yet flexible financial plan is essential to providing an outstanding and relevant level of service to each and every client we serve.
Let's Start Planning
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View your accounts, analyze investments, and access exclusive market updates, research, and more.

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We look forward to hearing from you and discussing your financial goals.

Stifel

By the Numbers

Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

Learn More About Stifel

1890 The Year We Were Founded

and we're still going strong.

2,300 Financial Advisors

Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.

As of December 31, 2022.