Individuals & Families

Financial Advisor meeting with client

 

Pragmatic wealth management for families and individuals

I have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth.  My offerings reflect the distinct needs of the families I serve, including coordination with other professional advisors, such as CPAs and attorneys, to develop strategies that aim to maintain tax efficiency and seek to reduce risk exposure.

From wealth planning to customized estate planning strategies and wealth transfer, you can turn to us for comprehensive investment planning and leading-edge resources.  With access to Stifel's technology, research, and specialized knowledge, I am able to nimbly adapt to your needs and objectives.

You've spent a lifetime building a legacy.  Let my prudent approach help you make the most of it.

 

Services Available Through Stifel

  • Wealth & Investment Management
  • Insurance & Annuities 
  • Legacy Planning  
  • Wealth Transfer 

 

 

 

Two people shaking hands

 

Corporate Executives

Helping executives manage their financial success

 

 

 

 

Women looking out and man looking down.

 

Business Succession Services

Helping business owners maximize enterprise value.

 

Learn More   Learn More

 

 
 
Seniors sitting on beach fishing

 

Retirement Planning Strategies

Helping you save for your retirement years. 

 

 

 

Financial Advisor reviewing documents

 

Discretionary Portfolio Management

Stifel Solutions Program

 

 

 

Person stacking pebbles on the beach

 

Fixed-Income Strategies

Helping you create a balanced portfolio.

 

Learn More   Learn More   Learn More

 

 

Risk Mitigation Strategies