Your needs, wants, and goals are my top priority.  My greatest asset is my 30-plus years of experience as a financial advisor, which I leverage to help guide you through your finances, while seeking to mitigate risk, as we work together to identify and pursue your long-term goals. 

Primarily taking a conservative approach, I serve clients in both fee-based (though Stifel’s investment advisory services) and transactional, commission-based brokerage capacities, depending on what best aligns with my clients’ needs.  I pride myself on employing a simple and easy-to-understand fee structure.  You have a right to know exactly what you are paying and how it is computed.

Where we reasonably believe it to be in a client’s best interest, we recommend:

Advisory Services

For more details, including costs, please refer to Stifel’s Form ADV Part 2A, Wrap Disclosure Brochure, available on our website at www.stifel.com/disclosures/investment-advisory-services/program-disclosures, for detailed information about the fees and expenses that clients incur in connection with Stifel’s investment advisory programs and to Stifel’s Form CRS, available at www.stifel.com/CRS.

Non-Advisory Products (Brokerage Services)

For more details, including costs, please refer to Stifel’s Relationship Guide at www.stifel.com/relationshipguide and to Stifel’s Form CRS, available at www.stifel.com/CRS.