When it comes to helping hard-working, successful individuals, families, and business owners plan for their financial futures, my mission is to provide honest, sensible guidance and sincere, personal service. I employ a strong service model, where trust is earned and designed to last for the long term. I treat all of my clients as if they were my own family and am here to help you on your journey toward building a proud legacy for yourself, your business, and your loved ones.
Services
I have helped investors pursue their long-term goals for more than 25 years, nearly half of which has been serving as a Vice President/Investments with Stifel. Prior to joining Stifel, I began my investment industry career with A.G. Edwards, where I worked for 14 years specializing in strategic wealth planning and IRA rollovers for individual investors and small- to mid-size businesses.
Planning for retirement is one of my primary focuses. I'll assist you in understanding where you are today, what will be required for retirement, and what you will need to do between now and then. I will also assist you in evaluating your retirement savings alternatives, including 401(k) accounts, traditional IRA, Roth IRA, SEP IRAs, and SIMPLE IRAs, and/or direct rollovers.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
