• Depth of Experience – I have more than 35 years of experience helping people pursue their personal and business goals.
• Accredited Investment Fiduciary® Designation – This identifies individuals who have met the experience requirements of the Center for Fiduciary Studies, a division of Fi360, have gained a fundamental understanding of the principles of fiduciary responsibility and processes for meeting a defined standard of care, and have passed Fi360’s AIF® examination.
• Independent – My broad access to financial vehicles allows me the freedom to utilize the investments that I believe best align with your specific needs.
• Tools – I combine my decades of experience with powerful tools to identify and track opportunities across the continuum of investment vehicles and markets.
• Watchful – I care deeply about my clients.  My approach is client-centric and collaborative.  I am committed to periodic reviews with you to adjust your plan as the environment and your needs evolve.

While wealth managers may solely be focused on helping you mitigate risk to and grow your wealth, what I believe sets me apart is my curiosity.  I’m curious about your plans for the future, what keeps you up at night, and how you make decisions.  But most of all, I’m curious about how I can make a meaningful impact on your future.

My practice focuses on successful, affluent, and high-net-worth investors, ERISA retirement plans, and endowments and foundations.  I welcome client referrals and look forward to seeing if there may be a mutual fit.

Consultation and Discovery
I want to truly understand you and your financial objectives.  Together, we’ll identify your unique values, goals, challenges, and risk tolerance to create a comprehensive investment strategy designed to help you manage and preserve your wealth.

Collaboration and Support
As we move forward with our relationship, I am committed to a high level of communication and will periodically discuss your situation with you to help ensure you remain on track as you pursue your financial objectives.  We’ll remain connected through the channels in which you feel most comfortable communicating and at the frequency of your choice.

My clients receive a highly customized, independent approach that places their interests first, coupled with the respect, professionalism, confidentiality, and personal service they deserve.

My goal is to build and mitigate risk to my clients’ wealth through adherence to a structured, disciplined approach:

• Complete assessment of our clients’ investment objectives and risk tolerance articulated through a customized, written financial plan through Stifel’s financial planning program.
• Creating a strategic asset allocation incorporating capital market assumptions and forecasts using a core + satellite approach.
  • The tactical allocation, or satellite portfolio, consists of shorter-term investment opportunities based on fundamental, technical, and/or other quantitative indicators.
  • All of these disciplines combined make up a diversified portfolio that is tailored to your investment objectives and personal risk tolerance.
• The development of financial strategies using traditional and alternative asset classes.
• Risk management strategies, periodic portfolio review discussions with you, tax gain/loss harvesting, and rebalancing, as needed.
• Ongoing relationship management with clients who choose advisory services.

While wealth managers may solely be focused on helping you mitigate risk to and grow your wealth, what I believe sets me apart is my curiosity.  I’m curious about your plans for the future, what keeps you up at night, and how you make decisions.  But most of all, I’m curious about how I can make a meaningful impact on your future.

Stifel does not provide legal or tax advice.  You should consult with your legal and tax advisors regarding your particular situation.  Diversification and asset allocation do not ensure a profit or protect against loss.  Rebalancing may have tax consequences, which you should discuss with your tax advisor.