As a CERTIFIED FINANCIAL PLANNER™ professional designee, Senior Vice President/Investments at Stifel’s Mequon, WI branch, I am honored to bring my dedication and experience to the families we serve.Over the years, I’ve had the privilege of speaking to groups from Vermont to Oregon, California to Florida, and have been published in national publications including the Christian Science Monitor and USA Today. In the Milwaukee metro area, I have been a guest on WISN TV and a variety of radio stations including WTMJ, WFMR, WJZI, WUWM, and WOKY. I believe in playing an active role in the community and am a past president of the Board of Directors for the Wisconsin AIDS Fund, in addition to being involved with Habitat for Humanity and The Gathering. In addition, I have served on numerous church, civic, and corporate boards and am a member of Christ Episcopal Church. Stifel provides individuals and businesses a full array of strategies to help pursue their financial goals. No matter which stage of life an investor is in, or how complex a personal situation is, we take the time to learn about our clientele and tailor strategies to address their needs. Stifel’s experienced financial advisors offer honest, unbiased advice. Our strategies encompass personalized full-service financial advice and planning.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