Our Mission
Our mission is to forge lifelong relationships based a foundation of trust and transparency.
We are dedicated to creating value through a deep commitment to service and consultative process. We work closely with you to formulate a comprehensive wealth management plan and provide guidance and direction. Our focus is on you and what you deem important.
It takes careful planning to ensure your wealth is continually working for you. As circumstances change, so must the investment strategies we use to stay on course. That is why we are committed to sitting on the same side of the table with you in designing and implementing investment strategies tailored to your specific needs and goals.
Let us show you what Stifel can do for you.
Keith Holzwarth
Senior Vice President/Investments, Branch Manager
I began my investment services career in 1982 with the First of Michigan Corporation, where I met my business partner, Angelo Panoff. In 1996, I served as Branch Manager for PaineWebber's office in Flint. I managed 17 advisors and staff through the 2004 merger with UBS Financial Services.
In 2008, I joined Wachovia Securities (acquired by Wells Fargo Advisors) and served as Branch Manager of the Flint branch in 2008. In 2017, my team joined Stifel with the opening of its first branch in Flint.
I live in Grand Blanc with my beautiful wife, Joanne. I am the proud father of three children and grandfather to six wonderful grandchildren. I strive to maintain good physical health and my hobbies include: travel, golf, paddleball, stream fishing, and mountain climbing.
Christopher Rodriguez, CFP®
Financial Advisor
I grew up outside of Detroit and graduated from Michigan State University before serving on active duty in the United States Army. I deployed four times in support of the Global War on Terror while assigned to 1st Battalion, 75th Ranger Regiment. When I left active duty to focus on my family, my wife, Jamie, and I moved back to Michigan, where we now live with our three children, Jack, Brody, and Mia.
By focusing on the four cornerstones of wealth, we are able to leverage the talents of our team and the full resources of Stifel to strive to make a significant impact on our client's lives.
I earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
Ryan Holzwarth, CPFA(TM)
Financial Advisor Associate
I grew up outside of Flint, Michigan, and graduated from Central Michigan University, where I earned a Bachelor of Science in Business Administration. I began my investment industry career in 2013 and joined Stifel in 2021. I hold Series 7 and 66 securities licenses, as well as life and health insurance licenses (including annuities). I also hold the Certified Plan Fiduciary Advisor designation.
As a member of The Holzwarth Rodriguez Financial Group, my goal is to help you simplify your financial life by providing comprehensive wealth management and investment planning strategies tailored to your unique needs and goals. I am
committed to developing long-lasting relationships built on mutual trust and integrity, working with you as I would my own family. I aspire to create value by providing outstanding client service and a personalized consultative process.
I currently reside in Colorado Springs, Colorado, with my three-year-old son, Grayson, and my dog, Dex. It's safe to say we have embraced the mountain life and this community. Outside of the office, I enjoy volunteering at local resource groups and offering my financial skillset whenever I have the opportunity.
Andrea Attwood
Registered Client Service Associate
I have worked in the financial services industry since 2010. My responsibilities range from operational to account maintenance to client service and support.
I earned a B.S. and M.S. in Communication at Grand Valley State University and hold a Series 7 and 66 securities license.
In my free time, my husband, Josh, and I enjoy spending time with our two daughters, Peyton and Piper, as well as spending time at our lake with family and friends.