COMMON SENSE INVESTING
Built Around You
Comprehensive Wealth Management
Centered on trust, respect, and open communication, we believe that your wealth management plan should be as unique as your financial goals, needs, and wants. To do this, we couple our experience with Stifel's robust resources to help you pursue your short- and long-term goals.
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My Goal
Investing should not be stressful. My goal is to help alleviate as much of the burden as I can for my clients. Since no two investors are the same, my investment approach is tailored to the risk tolerance and particular situation of each client.
My Approach
My Philosophy
I believe that practicing common sense is the one of the most important aspects to the investment process. Given how much we experience volatile markets and read knee-jerk headlines in our lives, I am committed to maintaining an unbiased, common sense philosophy that seeks to keep my clients on track and focused on what’s most important.
My ExperienceSubscribe to Our Latest News
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1890The Year We Were Founded
and we're still going strong.
2,300Financial 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.
$4.43Billion in Net Revenues
in 2023.
As of December 31, 2023.