About Me

Kenneth has been a financial advisor since 1985 and joined Stifel in 2009. In 1993, he earned a Master of Business Administration from the Marshall School of Business at the University of Southern California. Upon graduation, he was inducted into Beta Gamma Sigma, the international honor society serving business programs accredited by AACSB International – the Association to Advance Collegiate Schools of Business. Membership in Beta Gamma Sigma is the highest recognition a business student can achieve in a business program accredited by AACSB International.

Ken subsequently studied for and obtained the Chartered Financial Analyst® designation, the result of a three-year course of study that provides the tools for an enhanced understanding of complex investment products and services. He is a member of the CFA Institute and the CFA Society of Orange County. 

Before joining Stifel, Ken was the Branch Manager of the A.G. Edwards office in Laguna Beach. He worked in Laguna for nearly 25 years and has formed long-lasting relationships in the community. He is a sponsor of Laguna Plein Air Painters Association (LPAPA), a nonprofit organization fostering art appreciation in Laguna Beach.

Ken is a veteran and former Captain in the United States Marine Corps. He is an avid pilot with ratings in Learjet, Citation, and Cirrus aircraft. His love of flying allows him to personally meet with clients anywhere in the U.S. When he’s not flying to meet clients, he donates his time to Angel Flight West, an organization providing free flights for people in need.

Ken lives in Irvine with his wife, artist jd Hansen, and their goldendoodle, Higgs.

About Me

Jeff has been a financial advisor for more than 45 years and joined Stifel in 2009. He began his career in 1980 with San Francisco-based Sutro & Co. in the Los Angeles office. Since that time, he worked for both national wire house and small boutique firms. In 1990, he joined the Laguna Beach office of A.G. Edwards, where he met Ken Hansen, with whom he developed a more than a quarter-century friendship that led to the formation of the Hansen/Pierce Wealth Management Group. Today, their client-centric practice focuses on high-net-worth individuals and small foundations. Jeff is on the Board of Directors of the Laguna Plein Air Painters Association (LPAPA). Together, they are sponsors of local organizations including the Laguna Plein Air Painters Association (LPAPA) and Angel Flight West.

Jeff and Ken teach a course covering the writings of Warren Buffett in the Osher Life-Long Learning Institute (OLLI) program at the University of California, Irvine. They have previously taught the course at California State University, Fullerton. The course examines the investment methodology presented in Mr. Buffett’s annual letter to Berkshire Hathaway shareholders. Additionally, Jeff offers a brief synopsis of the course as a guest speaker to professional, civic, and trade groups throughout Southern California. 

Jeff earned a Bachelor of Science in Political Science from Arizona State University and a Master of Business Administration from the Paul Merage School of Business at the University of California, Irvine.

Jeff holds Series 7, 9 & 10, 63, and 65 securities licenses and is licensed by the California Department of Insurance. His license number is 0A27639.

About Me

Dan joined Stifel in 2021. Prior to joining Stifel, he founded and operated DH Research, a Montana-based financial research company focused on analyzing investment products and portfolios.

Dan earned a bachelor’s in Finance from the University of Scranton and an MBA from the University of California, Irvine. He holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.

Dan’s investment philosophy emphasizes thoughtful analysis and personalized strategies designed to help clients pursue their financial goals with confidence.

Dan is also deeply committed to community involvement. He volunteers with Big Brothers Big Sisters of Orange County, coaches high school baseball, serves on the Board of Directors for Crane Hollow Nature Preserve Inc., and founded the Daniel M. Hansen Foundation.

About Me

Kathy is an integral part of the Hansen/Pierce Wealth Management Group working side by side with Ken for more than 25 years. Her deep knowledge of operational processes and client service makes her a trusted resource for both advisors and clients alike. Kathy manages all aspects of the new account opening process, ensuring accuracy and efficiency in handling client information, beneficiary designations, and trustee certifications.

In addition to her operational expertise, Kathy plays a key role in preparing Stifel performance reports for quarterly client reviews, coordinating meeting logistics, and supporting client presentations. During tax season, she is especially valued for her responsiveness and proficiency in assisting clients and their accountants with essential documentation.

A long-time resident of Laguna Beach, Kathy brings a strong local connection and a background in real estate administration, having previously served as an administrative assistant at Lingo Real Estate (now Berkshire Hathaway Home Services California Properties). She attended Central Michigan University in Mt. Pleasant, Michigan.

Outside of work, Kathy enjoys staying active through yoga and spin classes, embracing a lifestyle that reflects her balanced approach to both personal and professional life.

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

About Me

Genevieve has been a valued member of the Stifel family since 2011, bringing with her a rich background in finance, hospitality, and client service. Before joining Stifel, she spent eight years in the Finance Department of the Orange County Superior Court, where she developed a strong foundation in accounting. Genevieve also has a passion for coordinating special events in the hospitality industry, where she honed her organizational and interpersonal skills.

Genevieve began her journey at Stifel as a front desk receptionist and cashier, handling deposits and providing client service support. Her dedication and professionalism led to her promotion to Client Service Associate with the Hansen Pierce Wealth Management Group.

Although she has happily been with her Stifel family for nearly 15 years, Genevieve continues to grow in her role. She believes her defining qualities are her kindness, attentiveness to clients, and her unwavering team spirit.

Originally from the Midwest, Genevieve moved to Orange County in the 1980s, where she raised her family and now resides in the charming Old Town Orange Circle. She enjoys spending quality time with her family and is passionate about building lasting relationships with clients through thoughtful and personalized service. Genevieve is fluent in English and Tagalog.

All written business communications will be in English.