Irvine at Dusk

Our Philosophy

The Hansen/Pierce Wealth Management Group believes in a client-centered approach using carefully selected portfolios of quality stocks and bonds. 

The process of portfolio selection, evaluation, and periodic review with clients is formulated to address the needs, objectives, and risk tolerance of each client and not the needs of corporate interest.
               
Over many decades of providing investment guidance, Ken and Jeff have found that the “one-size-fits-all” approach to money management leaves the most important factor, client input, significantly absent from the investment equation. They believe that when their combined experience of more than eight decades is integrated with client input and perspective a more advantageous investment plan can be created.

Helping You Pursue Your Financial Goals

Our Team

Hansen/Pierce Wealth Management Group

Kenneth Hansen

Kenneth E. Hansen, CFA, MBA, AIF

First Vice President/Investments

Jeffrey Pierce

Jeffrey A. Pierce, AIF, MBA

First Vice President/Investments

Dan Hansen

Dan Hansen, MBA

Financial Advisor

Kathryn Lardie

Kathryn M. Lardie

Senior Client Service Associate

Genevieve Worthington

Genevieve T. Worthington

Client Service Associate

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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 growth 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

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, 2024.

600+ Investment Banking Professionals

Stifel's Investment Banking team consists of more than 600 investment banking professionals in eight industry groups and six product and service groups.

As of December 31, 2024.

250+ Public Finance Associates

We have more than 250 Public Finance associates in 44 offices.

As of December 31, 2024.