CERTIFIED FINANCIAL PLANNER® CFP Board starting 09-2020
Series 66 - Investment Advisor Representative FINRA starting 07-2014
Series 7 - General Securities Representative Examination FINRA starting 06-2014 Through Stifel, I am able to offer wealth management services to individuals, families, trustees, and businesses, including banking, lending, trust, insurance, investment, and asset management. After your needs are established, we will determine the level of care that is appropriate for your situation. This
allows you to decide, and for me to understand, how you want to engage in the investment and planning process. Once the scope of our relationship is set, we can work through the next steps of creating a comprehensive wealth
management plan. As life changes, we will continue to work together to make any needed adjustments to help you continue toward your goals. I invite you to connect with me by e-mail at [email protected] or by calling our toll-free number at (888) 226-2213. After hours by appointment only.
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