For over 25 years, I’ve helped families and business owners manage and preserve their wealth by providing quality investment services and guidance. I build my business on long-lasting relationships and transparency by listening to my clients’ needs and providing them with clear strategies tailored to their unique financial goals.Established in 1890, Stifel offers a comprehensive array of financial services designed to address the varied needs of a broad range of investors. Our… Show more For over 25 years, I’ve helped families and business owners manage and preserve their wealth by providing quality investment services and guidance. I build my business on long-lasting relationships and transparency by listening to my clients’ needs and providing them with clear strategies tailored to their unique financial goals.Established in 1890, Stifel offers a comprehensive array of financial services designed to address the varied needs of a broad range of investors. Our customized programs are designed to help grow and conserve wealth by delivering a high level of personalized service and experience.My family and I have lived in Central Florida for 25 years and have maintained a family farm/residence in Central Missouri. In addition to serving my clientele in Florida and other parts of the United States, I am able to meet with prospective clients in the Central Missouri and St. Louis, Missouri, areas (by appointment). Call, stop by, or send us an e-mail, and let us know how Stifel’s Potter Wealth and Retirement Advisory Group can serve you. Show less

Legg Mason was acquired by Citigroup in February 2006.

Assumed Branch Manager title and responsibilities in March 1997.(H&R Block acquired Olde Financial Corp and later changed to H&R Block Financial Advisors.)