My Approach

Advisory-based, comprehensive wealth management strategies.

Taking a primarily fee-based approach to investing, I believe in building long-term relationships by first asking important questions about your financial situation, goals, risk tolerance, and time horizon.  I believe in sitting on the same side of the table as you, where my success is directly tied to your success.


What My Approach Offers

“Clients need me for things they don’t think they need me for.”

First and foremost, my approach offers experience and a high level of education.  I have taken the time to understand the important risk involved with stocks, bonds, commodities, alternative investments, and how to evaluate each vehicle, as well as their respective derivatives and how they will respond in various economic conditions.

Bottom line, I will develop a customized asset allocation for you so that you can participate in bull markets and mitigate risk in bear markets.


Asset allocation does not ensure a profit or protect against loss.  For more information on brokerage services and/or investment advisory services, please see Stifel's Customer Relationship Summary (Form CRS).