"Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn't, pays it." – Albert Einstein

My Approach

I use a holistic approach to help my clients pursue their short- and long-term financial goals. I begin but actively listening to my clients/prospects and tailoring the investment plan according to their specific needs.

Through Stifel’s financial planning resources, I will assist you in building a financial plan that delves into all areas of your life and family dynamics. Our planning will also incorporate discussions of your estate planning strategy, such us:

• Will and living will
• Power of attorney
• Trust
• Advance health care directives
• Designation of beneficiaries in retirement accounts
• Transfer on death and how this may interact with your investment plan
• Long-term care and life insurance needs

Stifel’s estate planning professionals can provide an in-depth analysis of your existing estate plan, identifying strategies for you to discuss with your estate planning attorney.

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

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Planning Your Financial Future

Starts Today.

I believe planning is the most critical element to pursuing financial success. I operate under the philosophy that a well-developed, yet flexible financial plan is essential to providing an outstanding and relevant level of service to each and every client I serve.

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We look forward to hearing from you and discussing your financial goals.

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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.

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1890 The Year We Were Founded

and we're still going strong.

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.

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