My Approach

I offer a full range of products and services, from helping you select individual investments to developing a retirement planning strategy. With access to Stifel’s high-caliber resources – including research analysts and economic and market strategists – I am prepared to help you make informed investment decisions based on your needs and risk tolerance.

My Philosophy

As your personal financial resource, I strive to deliver a transparent client experience aimed at building a long-lasting relationship while seeking to provide strategies designed to help you pursue your financial goals and address your unique needs.

Stay Informed

Latest News

Read, watch, or listen to our timely investor insights.

Sight|Lines
Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.

Podcast
Market Pulse
Market Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.

Whitepaper
Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.

Podcast
Conversations with Michael O'Keeffe
Stifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.

Podcast
Sight|Lines Video
Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.

Video
Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.

Video