I develop and implement customized strategies for business owners, families, and individuals, with the objective of helping to preserve and grow wealth over multiple generations.Specialties: Investment Planning, Wealth Management Strategies, 401(k) Accounts, Education Savings Plans, Asset Allocation, Retirement Income Strategies, Bonds, Stocks, Roth IRA, Traditional IRA, Variable Annuities, Insurance Reviews, Roth IRA, Traditional IRA, SEP IRA, Mutual Funds, Long-Term Care Insurance, ETFs, Fixed Income, Life InsuranceInterests: hunting, fishing, floating/*********/Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.