My Services

Services Available Through Stifel

Serving individuals, businesses, and institutions in all areas of financial management.

Investment Planning
Recommending the appropriate investment strategies to help you pursue your goals. Determining your asset allocation needs. Helping you understand your risk tolerance.

Retirement Planning
Helping you manage your assets before and during retirement. Making the most of your available retirement plans. Determining how much you need to retire comfortably.

Estate Planning Issues
Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk Management Strategies
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding appropriate policies for your situation.

Education Funding
Recommending investment and accumulation strategies to help save for your children's education.

Chasing Perfection
Perfection is not attainable. But if we chase perfection, we can catch excellence.
  - Vincent Lombardi

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

Asset allocation does not ensure a profit or protect against loss.