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Focused On You

My Approach

I provide client-focused investment guidance and actionable strategies to help you pursue your goals.  Combining my extensive experience with Stifel's robust resources, I am privileged to demonstrate how I can serve you and your family across generations.

Built Around You

Comprehensive Wealth Management

Centered on trust, respect, and open communication, I believe that your wealth management plan should be as unique as your financial goals, needs, and wants.  To do this, I couple my experience with Stifel's robust resources to help you pursue your short- and long-term goals.
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Stifel Wealth Tracker

View your accounts, analyze investments, and access exclusive market updates, research, and more.

Let's Connect

I look forward to hearing from you and discussing your financial goals.

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, 2023.

$444 Billion in Client Assets Under Management

Stifel has nearly $444 billion in client assets under management.

As of December 31, 2023.