The Stifel | Turley-Hall-Albanese Wealth Management Group, based in Southeast Texas, is focused on helping our clients prepare for retirement and mitigate risk to their other financial assets.
We have gained deep insight into the petrochemical business, the types of retirement plans offered in the industry, and how to help you develop sensible investment and distribution strategies for your assets.
Helping you get from where you are to where you want to go takes careful assessment and forethought. When you begin to consider who could help you on your financial journey, look at who's been helping your friends and colleagues in the oil fields, in the plants, and along the pipelines prepare for retirement. Put simply, we have hands-on insight and knowledge of your business and would be honored to help you pursue the retirement you've always envisioned.
When your company undergoes major changes–like a merger, acquisition, or restructuring–it’s natural to focus on the immediate impact. But during times of transition, your financial future deserves just as much attention. These moments can present a unique opportunity to reassess your retirement strategy, explore new options, and take proactive steps toward long-term financial security.
We’re not tied to your employer–we’re here to protect your interests.
Schedule your complimentary 1‐hour wealth planning session today.
Lee began his investment industry career in 1994 and joined Stifel in 2023. Prior to joining Stifel, he worked at Merrill Lynch for 29 years. Lee uses his extensive industry knowledge to create wealth management strategies customized for each client’s personal needs and goals. He guides his clients with traditional and Roth IRAs, 401(k) plans, and 72(t) and net unrealized appreciation (NUA) strategies. His primary focus is to provide his clients with top-tier service and attention.
As a Portfolio Manager in Stifel’s Solutions Program, Lee adapts portfolio strategies designed to combine customized investment management with the ability to quickly react to market conditions for clients who choose discretionary advisory services. He holds the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning.
Lee earned a Bachelor of Business Administration in Marketing from Southwest Texas State University in San Marcos. He and his wife, Beth, have two children and reside in Beaumont, Texas.
The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.
Mark began his investment industry career in 1999 and joined Stifel in 2023. Mark has been honored to guide clients as they pursue their short- and long-term goals and focuses on investment planning. He devotes significant time to analyzing client portfolios and developing customized asset allocation models to help pursue the short- and long-term goals of each client.
In addition to providing traditional guidance, Mark can help clients pursue their objectives by building and managing defined discretionary advisory services portfolio strategies through the Stifel Solutions Program.
Mark is a member of the Investment Management Consultants Association. He earned a Bachelor of Science in Economics from Texas A&M University in College Station. As a proud Aggie alumnus, he is involved in the 12th Man Foundation and The Association of Former Students and volunteers with the American Cancer Society and Garth House, an organization dedicated to providing a safe and secure environment in which victims of abuse can report their cases. He also proudly served in the Marine Corps Reserves from 1996 to 2002. In his free time, he enjoys fishing, traveling, and attending numerous sports events. Mark, his wife, Brooke, and their three children make their home in Beaumont, Texas.
Asset allocation does not ensure a profit or protect against loss in declining markets.
The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.
Dustin began his investment industry career in 2007 and joined Stifel in 2023. Prior to joining Stifel, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Dustin brings passion and experience in entrepreneurial business and marketing to his role and focuses on guiding clients in their retirement planning. His primary role with the team is assisting clients with their wealth management strategies.
Dustin earned a Bachelor of Applied Arts and Sciences from Lamar University in Beaumont, Texas. When not working, he enjoys playing golf and spending time with his wife, Laci, and their three children in Beaumont.
Kayla began her financial services career in 2012 and joined Stifel in 2023. As a Financial Advisor Associate, Kayla works alongside the financial advisors on the team and focuses on developing and enhancing the team’s client relationships. Through engaging communication, Kayla addresses any changes in clients’ financial lives and strives to help them keep their wealth management strategies on track. A main area of focus for Kayla is to maintain and implement the team’s client relationship model.
Kayla earned a Bachelor of Business Administration in Finance and a Master of Business Administration from Lamar University. She and her husband, Will, live in Kountze with their two children.
Clarke began his investment industry career in 2011 and joined Stifel in 2023. With a passion for client service, he firmly believes hard work and dedication are key to strong client relationships. Working alongside the team’s financial advisors with the utmost care and professionalism, Clarke implements the team’s customized wealth management strategies with each client and offers support and guidance for each client’s needs.
Clarke earned a Bachelor of Science in Agribusiness from Texas A&M University in College Station and a Master of Business Administration from Lamar University in Beaumont, Texas.
In his free time, he can be found golfing, hunting, fishing, and cheering on the Texas A&M teams. He and his wife, Katie, have two children and reside in Beaumont.
Derrick began his financial services career in 2011 and joined Stifel in 2023. He focuses on helping his clients with all aspects of their financial lives. Derrick graduated from Central College in Pella, Iowa. He is a native of Orange County, where he resides with his wife and three daughters.
Ryan began his financial career in 2012 and joined Stifel in 2023, bringing with him the extensive experience he gained at Merrill Lynch. He is dedicated to guiding clients through every stage of their financial lives—from wealth accumulation and retirement income planning to philanthropic giving and family inheritance strategies. Ryan works closely with clients to provide the insight and direction they need to make confident, informed financial decisions for themselves and their families.
Ryan earned a Bachelor of Business Administration in Management and General Business from Lamar University. He is an active member of the Southeast Texas Estate Planning Council, a Neches River Knight, and a Committee Member of CCA Texas. Outside of his professional commitments, Ryan volunteers as a baseball coach for West End Little League. In his free time, he enjoys the great outdoors, traveling, and making memories with his family. He and his wife, Jillian, live in Beaumont with their two children.
Melissa began her financial services career in 1998 and joined Stifel in 2023. Melissa has focused her years of experience on her role and is dedicated to providing diligent and friendly client service. She tends to the diverse, day-by-day needs of clients, and she enjoys assisting them with their inquiries and delivering timely answers. Additionally, Melissa provides regular account maintenance and supports the business development activities of the team. A native of Orange, Texas, Melissa continues to make her home there with her husband, Terry, and their two sons, Ryan and Tyler.
Shelly began her financial services career in 2000 and joined Stifel in 2023. Shelly demonstrates a strong work ethic and takes pride and maintains a strong focus on clients’ needs. She organizes and prepares financial advisors for client meetings. Shelly and her two children, Tanner and Kendall, reside in Orange.
