Family of four with children riding piggy back on parent's back


What I Offer

Through Stifel, I offer  investment management and wealth advisory services to individuals, families, professionals, and not-for-profit organizations.


A Personal Touch
Robo-advisors are increasing in popularity, especially with new and younger investors.  So, you might think, “Why should I pay someone to help manage my investments?”

As an experienced financial advisor, I can help you:
  • Identify and focus on your life's passions
  • Maintain discipline during market volatility
  • Access institutional investments

A Support System
Life can be complicated.  As your life changes, you need a trusted professional you can count on to provide support through stressful events that may impact your finances. 

I work closely with your tax and legal professionals, integrating their advice, as appropriate, into the strategies and recommendations we agree upon.  While working with them, I can help you through:
  • A death of a family member or friend
  • Divorce or separation
  • Hospitalization or change in health
  • Job loss


Stifel does not offer legal or tax advice.  You should consult with your legal or tax advisor regarding your particular situation.