Taking a goals-based approach, I work closely with my clients to develop investment plans that align with their short-, mid-, and long-term goals: 

“Cookie-cutter” is not in my vocabulary; therefore, I employ a step-by-step, personalized process to look at the entire picture to better understand my clients’ circumstances. I believe it is important to listen and understand what the client envisions for their life and the lives of their family, then build out a wealth management plan that is designed to pursue each goal. I will also look at estate planning issues that may not be properly addressed yet that can be coordinated with your estate planning attorney:

 

Throughout this process, I will continue to meet with my clients to perform periodic reviews as life changes occur.

 

 

 

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

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.