One Investment at a Time

For more than 30 years, I have helped high-net-worth individuals, institutional clients, corporations, and directors of public companies manage the various aspects of their finances, including retirement and estate planning strategies, tax-efficient investing, seeking to maximize income, and risk management strategies.

Let me show what Stifel can do for you.

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

My Approach

My first priority is to get to know you and truly understand your financial goals and aspirations. I want to learn about your family, your hobbies, and where you see yourself and your family during your retirement.

From there, I will guide you through the investment selection process and build a wealth management plan tailored to your individual situation. My goal is to form a long-term relationship with you and maintain our relationship across multiple generations.

I have the experience to guide you through various market climates and understand the process of stabilizing your plan.

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My Process

In the interest of efficiency, I will reach out to you prior to our review meeting and ask what you would like me to cover and whether you have any specific questions.

I believe face-to-face meetings are vitally important to our relationship. Whether that happens in your office, on the golf course, or on a fishing boat, it’s completely up to you. I provide my services by phone as well – whether it’s a change in your financial situation or to simply say hello, you can expect to be able to speak with me directly.

I am committed to working with you to periodically evaluate your financial picture and review the performance of your investments with you.

Learn More

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.