Levering more than 25 years of investment industry experience and Stifel’s robust resources, I work with a variety of clients to develop customized wealth management strategies designed to preserve my clients’ wealth and pursue their financial goals. 


My clients’ plans are unique and comprehensive, incorporating tax-advantaged, retirement, and trust accounts, as well as a broad base of services.  I also address my clients’ needs for life, health, variable, and long-term care insurance, when appropriate. 
 

_{Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE.  Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested.  Neither Stifel Trust Companies nor affiliated companies provide legal or tax advice.}