OUR FOUNDING

The WK Group was founded on the principles of a client-centric, transparent, and efficient practice with the goal of helping families and foundations feel comfortable with their finances and pursue their goals.  Fast forward to today: Our five-member team works together to create a high-caliber client experience for more than 150 families and endowments.  


WHY WE CHOSE STIFEL

In 2019, we sought out a platform that was more focused on client satisfaction and pure wealth management.  That's why we moved our practice to Stifel.   


WHO WE ARE

JR Koeijmans, Senior Vice President InvestmentsJR Koeijmans, CRPC®
Senior Vice President/Investments 
(214) 706-9482 | jr.koeijmans@stifel.com

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John Ryan (JR) Koeijmans joined Stifel in 2019.  Prior to Stifel, he worked at Merrill Lynch since 2009, most recently serving as First Vice President – Senior Financial Advisor.  He co-founded the WK Group with Lance Whitworth at Merrill Lynch, drawing on each other’s strengths and unique skills in an effort to better serve clients.  Prior to joining Merrill Lynch, JR gained experience in the financial industry on Wall Street.  He is committed to ongoing financial education and has attained the Chartered Retirement Planning Counselor designation, which is administered by the College for Financial Planning.  JR is honored to be named to Forbes’ Top Next-Gen Wealth Advisors List for 2021.

JR focuses on understanding clients’ wealth management needs and risk tolerance.  It is through this understanding, along with Stifel’s global research and wide range of investment strategies, that he is able to build personalized portfolios that incorporate each stage of his clients’ financial future.  He provides financial guidance to high-net-worth individuals, families, small businesses, trusts, and foundations by focusing on their values and what is most important to each of them.

JR earned a B.S. in Economics from Texas A&M University’s Business Economic Program.  He also holds Series 7 (General Securities Representative) and 66 (Investment Advisor Representative) securities licenses, as well as life, health, and variable insurance licenses (including annuities).  In 2020, JR was chosen to lead the Dallas Stifel office, serving as Branch Manager.

A native of Dallas, Texas, JR attended Jesuit College Preparatory, where he is an active member of the Jesuit College Preparatory School of Dallas alumni board.  He is an avid Dallas and Texas A&M sports fan and enjoys spending time with his wife, Meghan, and daughters, Holland and Reese.  He is an active member of the Lakewood Country Club and Dallas Petroleum Club, where he can be found golfing and enjoying a meal with family and friends.

Forbes’ Top Next-Gen Wealth Advisors, September 21, 2021. Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of nearly 34,000 nominations. Advisors were rated based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered were born in 1982 or later and have a minimum of four years’ experience, including at least one year at their current firm. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Forbes is a registered trademark of Forbes, Inc. All rights reserved.

 

   

 

Lance Whitworth, Senior Vice President InvestmentsLance Whitworth
Senior Vice President/Investments 
(214) 706-9481 | lance.whitworth@stifel.com

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Lance joined Stifel in 2019, most recently working at Merrill Lynch since 2007.  Prior to joining Merrill Lynch, he served as a financial advisor with A.G. Edwards.

Lance co-founded the WK Group with JR Koeijmans at Merrill Lynch and leads the team’s investment strategy and asset management efforts.  Focusing on model construction, security due diligence, and risk mitigation, Lance draws on more than 15 years of wealth management experience to help clients manage their portfolios in ever-changing market conditions.  He offers tailored guidance to a select group of clients and addresses their specific wealth planning and investment needs.  He believes in a balanced approach to investing, using multiple asset classes and management styles to help diversify portfolios and mitigate risk.

Lance earned a B.S. in Economics from Texas A&M University.  He also holds Series 7 (General Securities Representative) and 66 (Investment Advisor Representative) securities licenses, as well as life, health, and variable insurance licenses (including annuities).

Active in the community and an avid golfer, Lance enjoys giving back through various organizations, including The First Tee of Dallas.   He is an active member of the Bent Tree Country Club, and enjoys spending time with his wife, Ashley, and their two children, Olivia and Logan.


 

Jake Wignall, Financial Advisor AssociateJake Wignall 
Financial Advisor Associate 

(214) 706-9486 | jake.wignall@stifel.com

Jake joined Stifel in 2019, most recently serving as a Financial Advisor with Merrill Lynch since 2014.

Jake joined Lance Whitworth and JR Koeijmans as a successful junior financial advisor in 2015.  Within a collaborative team structure, Jake works with clients in crafting thoughtful financial strategies and helps lead portfolio construction analysis and coordinate trading of the team-run investment models.

Prior to Merrill Lynch, Jake worked for a San Francisco-based private debt fund company, specializing in sub-prime automotive debt portfolio acquisitions.  During college, he and a group of other California Polytechnic State University (Cal Poly, San Luis Obispo) students co-founded the biotechnology start-up, Applied Silver Inc.  Here, Jake served as Chief Financial Officer and worked closely with seasoned Silicon Valley technology executives to help develop the company.  Applied Silver Inc. has grown from a student project into a multi-million-dollar company based in the San Francisco Bay Area.

Jake earned a B.S.B.A with a concentration in Financial Management from Cal Poly, San Luis Obispo and holds Series 7 (General Securities Representative) and 66 (Investment Advisor Representative) securities licenses, as well as life, health, and variable insurance licenses (including annuities).

Active in the community, Jake coaches Highland Park Youth Lacrosse and 3D Dallas Lacrosse.  He is also involved with the Bridge Lacrosse organization, which focuses on community development and education for underprivileged kids in Dallas through the sport of lacrosse.  Passionate about food and wine, Jake can often be found frequenting the many great restaurants in Dallas.  Jake and his wife, McKenzie, live in Dallas and are excited to welcome their first child in early 2022.


Nicole Reiter
Registered Client Service Associate 

(214) 706-9487 | nicole.reiter@stifel.com

Nicole is an integral part of the team, providing a high level of service and administrative support.  She began her financial services career with JR, Lance, and Jake in 2016 at Merrill Lynch and joined the team at Stifel in 2019.  She is responsible for managing the team’s daily operations while delivering highly personalized attention to clients’ account-related needs.

Nicole maintains a strong knowledge of client needs through regular communication, fielding client questions, and resolving issues.  These are all part of Nicole’s focus on developing strong relationships built on trust and confidence. 

Prior to Merrill Lynch, she served as a Member Service Representative and Bank Teller at Credit Union of America.  She graduated from Kansas State University and also holds Series 7 (General Securities Representative) and 66 (Investment Advisor Representative) securities licenses.

 

Kristen Low
Registered Client Service Associate 
(214) 706-9453 kristen.low@stifel.com

Kristen joined Stifel in 2020.  Prior to Stifel, she worked at Northern Trust as an Associate Portfolio Manager.  She began her career in 2011 as a Registered Representative at Morgan Stanley.  She also spent four years at Merrill Lynch, where she was responsible for supporting two senior financial advisors.  Kristen is passionate about the financial services industry and enjoys staying relevant on the latest research and news.  She takes pride in providing outstanding client service and operational support.  She assists the team with implementing customized retirement planning strategies and is the team lead for coordinating the information needed to analyze alternative investments and insurance planning strategies.  In addition, she directs client communications and plans client appreciation events throughout the year.

Kristen earned a B.S. in Business Administration with an emphasis in Finance and Real Estate from the University of Missouri-Columbia.  She holds Series 7 (General Securities Representative) and 66 (Investment Advisor Representative) securities licenses, as well as life and health insurance licenses.  

Kristen is a Missouri native but has lived in Dallas since 2013.  She enjoys spending quality time with friends and family, especially her husband, Craig, and step-daughter, Caroline.  She loves traveling to tropical places, trying new restaurants, and is an active member of the Dallas SPCA.  Kristen and Craig are excited to have welcomed their first child in November 2021.