The Way to Get Started Is to Quit Talking and Begin Doing.” – Walt Disney

Often leaning toward a more conservative approach, I help my clients discover strategies to address their financial situations in a variety of ways. Every situation is unique, and thus my approach begins there. It starts with listening, discovering who they are, and clarifying goals. It continues with strategy and action – considering needs, time horizon, and risk tolerance. My process of investment selection, evaluation, and periodic review with them is predicated on the belief that investment portfolios must align with a client’s tolerance for uncertainty. My mission is to be the best financial advisor possible for my clients, establish the best aligned plans, designed to help people build and mitigate risk to their wealth in ways that make sense. Ultimately, I want to help clients pursue what most of us really want – the freedom to enjoy our families, friends, and our own lives.

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We believe planning is the most critical element to pursuing financial success. We operate under the philosophy that a well-developed, yet flexible financial plan is essential to providing an outstanding and relevant level of service to each and every client we serve.

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Stifel

By the Numbers

Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

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1890 The Year We Were Founded

and we're still going strong.

2,300 Financial Advisors

Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.

As of December 31, 2022.

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