Prior to joining Stifel, I served as a financial advisor at various global wealth management firms, including Merrill Lynch and Wells Fargo Advisors. I help individuals, trusts, and businesses manage their wealth by building long-term relationships based on mutual trust and respect. Using a framework of 13 key issues, my mission is to provide solid, studied financial guidance with your best intere
sts as my priority. As your life changes, so must the investment strategies that align with your goals. I will work with you to develop a comprehensive wealth management plan tailored to your specific situation, future, risk behavior, and family dynamics to help ensure your wealth continually works to support you and your family throughout multiple generations. Having attained and maintained the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification and the Chartered Financial Consultant® (ChFC®) designation, I have received training on the duties of good faith and standards of care, insurance reviews, and tax strategies, as well as estate planning issues and retirement planning. After hours by appointment only. Stifel Financial Corp. 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. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.
