Individuals & Families

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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 




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Corporate Executives

Helping executives manage their financial success





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Business Succession Services

Helping business owners maximize enterprise value.


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Retirement Planning Strategies

Helping you save for your retirement years. 




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Discretionary Portfolio Management

Stifel Solutions Program




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Fixed-Income Strategies

Helping you create a balanced portfolio.


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Risk Mitigation Strategies