People often choose to work with me when they feel they are neglecting their personal balance sheets.  There may be duplication and overlap in their investment portfolios, or they simply don’t know or understand what they own.  Some forget to facilitate coordination between their financial advisor(s) and their tax advisor.  Sometimes, they have created estate plans but failed to properly title their assets, undermining their overall estate planning strategy.

By building a basis of trust and taking a holistic approach to the wealth management process, I aim to assist you with every aspect of your financial life, including:

• Customized asset and wealth management
• Retirement planning strategies and cash flow analysis
• Trust and estate planning services
• Insurance planning
• Philanthropy and charitable giving
• Tax-efficient investment strategies

Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (collectively Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested. Stifel Trust Companies do not provide legal or tax advice.