Wealth Planning and Investment Management
I work with individuals and business owners, striving to help them build, manage, mitigate risk, and transfer their wealth. With nearly 30 years of experience and having received my CERTIFIED FINANCIAL PLANNER® certification and Accredited Investment Fiduciary® designation, I have the ability to look at the big picture, integrating all of your financial g
oals. Whether your goal is providing a college education for your children, making sure you have enough life insurance to provide for your family, securing a comfortable retirement for yourself or your employees, or creating an estate for your heirs, my job is to help you pursue those goals. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.
