Managing Director/Investments
CurrentI have been helping individuals and institutional clients pursue their financial goals for nearly 40 years, including the last 30 years at Stifel and firms with which it has merged. I build my business on long-lasting relationships. By understanding my clients’ goals, I am able to provide them with a clear, personalized investment strategy that helps them address their financial needs. Stifel is a comprehensive financial services firm, committed to helping individuals have the opportunity to improve their long-term financial success. Our customized programs are designed to help grow and conserve wealth by delivering an unprecedented level of personalized service and experience.