About Me

I joined Stifel in 2021 to help my clients make a tangible, positive difference in their lives.  By using easy-to-understand language to explain my wealth management process, I will address your unique and, at times, stressful aspects of your financial situation and develop highly personalized strategies to face these aspects head on.  Knowledge is power – and I seek to arm my clients with as much financial knowledge as possible to help them in their quest toward financial independence and the retirement they envision.

My mission is to provide you with a customized roadmap designed to help you pursue your short- and long-term goals.  My process begins by listening – I hope to gain a solid understanding of your particular wants, needs, and wishes.  With those in mind, I will build a comprehensive wealth management plan that properly aligns with your unique situation.  I will also work collaboratively with your other professional advisors to implement tax-advantaged investment strategies to coordinate all facets of your life.