Serving My Clients
Primarily serving affluent families, business owners, corporate executives, and small to mid-sized companies, I insist on working closely with all of my clients, conducting periodic discussions to help them navigate the financial markets. I rely on my extensive industry knowledge and years of experience to provide you with detailed information about a variety of investments.
To keep abreast of market trends, I draw on the insight of Stifel’s highly skilled team of research analysts and industry professionals. I share the firm’s strategic themes with my clients.
To keep abreast of market trends, I draw on the insight of Stifel’s highly skilled team of research analysts and industry professionals. I share the firm’s strategic themes with my clients.
Our
Research
I take full advantage of market research investment management analysis offered through Stifel.
Education and
Communication
I make it a priority to be available to discuss your concerns and changing needs, and communication and education are integral parts of my practice
I believe that market and product knowledge is critical to investing, which is why I schedule financial seminars to equip clients and members of community organizations with information that may help them on their path. Being active in our community is also very important to me. I believe that participating and giving back is essential in being part of the community in which we live and serve.
Bottom line, I care about you and your family – my clients are people I enjoy working with and consider to be my friends.