Wealth Planning

Insurance and Annuities

Estate Planning

My Philosophy

Each client has their own unique situation.  Investing appropriately requires a defined and disciplined approach to ensure their needs are addressed and their financial strategies are effectively implemented.  An experienced financial advisor can assist with this process and help you take the financial stress out of everyday life – allowing you to enjoy the things in life that are truly important.


By the Numbers

Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

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5.3 Billion in Equity Capital

As of December 31, 2022

4.8 Billion in Net Revenues

in 2022.

As of December 31, 2022.

5.8 Billion in Trust Assets Under Management

Stifel Trust has $5.8 billion in trust assets under administration.

As of December 31, 2022.