Taking a Different Approach To

Wealth Management

I understand that you have a unique set of circumstances that shape your financial goals and objectives. My approach to wealth management involves understanding your financial goals, motivation, and how you picture your legacy.

My goals-based approach is designed to identify appropriate financial strategies that are built specific to your unique, ever-changing situation.

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 we serve.

Let's Start Planning

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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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$500 Billion in Client Assets Under Management

Stifel is responsible for more than $500 Billion in client assets.

As of December 31, 2024.

$31 Billion in Banking Assets

Stifel Bank has $31 billion in banking assets.

As of December 31, 2024.

$6.6 Billion in Trust Assets Under Advisement

Stifel Trust has $6.6 billion in trust assets under advisement.

As of December 31, 2024.

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