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FINRA's BrokerCheck
(615) 277-8805
[email protected]

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.
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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.

4.8 Billion in Net Revenues

in 2022.

As of December 31, 2022.