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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 growth 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.

$551 Billion in Client Assets Under Management

Stifel is responsible for more than $551 Billion in client assets.

As of December 31, 2025.