My Philosophy

My goal is to provide highly attentive, thoughtful discovery, guiding clients to better articulate, understand, and pursue their personal financial priorities. I will help you invest your assets in a way that reflects the realities of your life and the uniqueness of your long-term goals. Whether our work together is targeted or comprehensive in nature, I aim to deliver high-caliber client-focused service.

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Customization is the hallmark of my practice.

Flexibility, not rigidity, is key. I serve a focused roster of high-net-worth and ultra-high-net- worth clients. By serving fewer clients, I am able to deliver highly customized, yet flexible, investment strategies as a true full-service financial advisor backed by the strength of Stifel.

Comprehensive planning approach

Wealth management and investment planning should address a client’s entire balance sheet and financial plan. Together, we will evaluate client priorities in four high-level aspects: lifestyle, family, business, and charitable intent. My clients can expect a fresh, holistic approach to their overall planning. I maintain communication with dedicated Stifel professionals, as well as from my clients’ tax and legal advisors, to create a functional team for all of my clients’ wealth plans. I work with my clients to fully implement their strategies and strategically structure their portfolios for the long term.

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

Targeted, innovative strategies

Some clients seek to develop an overall strategy for their wealth, while others are in need of specific investments or strategies to complement their portfolios, private business, or 401(k) plan. Targeted strategies aimed at complementing core portfolios can often include adding alternative investments, such as private assets, private equity, venture capital, and real estate. Regardless of my clients’ situation, I will help them select asset classes to complete their existing portfolio, or, if they have an existing relationship with another advisor, I aim to provide a fresh perspective, leveraging an array of investment services that draw off the firm’s robust due diligence capabilities in private equity and alternative asset classes.

Alternative investments involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing tax information, are not subject to the same regulatory requirements as more traditional investments, and often charge high fees, which may erode performance. An investment is appropriate only for investors who have the capacity to absorb a loss of some or all of their investment.