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:
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Identify and focus on your life's passions
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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:
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A death of a family member or friend
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Divorce or separation
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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.