My mission is twofold: 1. To deliver timely and proactive risk management strategies using common sense and reality-based planning methods. 2. To provide access to Stifel’s high-caliber research and capabilities.
Backed by Stifel’s resources, I provide comprehensive and objective wealth management services for individuals, endowments, foundations, and pensions across the country. I seek to set myself apart by:
• Providing objective and transparent guidance, • Being proactive, available, and cost conscious, and • Focusing on the big picture.
All while striving to:
• Quantify value and avoid unnecessary risks, • Develop tax-advantaged investment plans, and • Create a plan based on your lifestyle, not average annual return assumptions.
My goal is to help you develop and maintain a financially independent life. To set things in motion, we begin every journey with two guiding principles:
• My clients have unique needs and goals • My clients deserve a strong, trusting relationship that yields unbiased investment guidance
With that in mind, my role is to create strategies designed to simplify your financial decisions and provide clear direction.
I believe that if any organization wants to be successful, it must practice a set of beliefs that serves as a strong foundation that strives for the longevity needed to withstand the test of time.
Here are my Top Three Beliefs: • Maintain a focus on helping you pursue your goals • Build a strong relationship with you based on honesty, integrity, respect, and understanding • Commit myself to personal excellence, hard work, continued learning, and self-improvement