Whether you are seeking to manage your expenses, enhance returns, or align your goals with your investments, I am here to help. Stifel has been guiding investors for more than 130 years. Leveraging Stifel’s robust, holistic process and resources, I take into account your goals, risk parameters, and specific circumstances, then, after discussing it with you, implement each stage of our time-tested and disciplined process.

I offer a spectrum of strategies, from traditional brokerage services to investment advisory services. I provide the expertise, specialized resources, and analytical tools required to help you implement an investment strategy aligned with your goals – no matter your desired level of service and discretion.