“Anything worth doing at all is worth doing right.”
Henry Ford
Philosophy
You can’t get to where you are headed if you don’t know where you stand. It’s even more challenging without the right investment strategy. Leveraging my experience and Stifel’s robust financial services resources, we will take you through the process of discussing and understanding your concerns and what is important to you. We will then begin to analyze your current situation and determine how we can you help you actively pursue your goals with conviction.
My Philosophy – To listen to the client first, to truly be able to understand what is important to them. Be honest and open at all times. A trusted relationship allows us the opportunity to provide objective and measured guidance, with highly personalized service.
My ProcessMy Philosophy – To listen to the client first, to truly be able to understand what is important to them. Be honest and open at all times. A trusted relationship allows us the opportunity to provide objective and measured guidance, with highly personalized service.
Trust at the Forefront
Trust is the foundation of long-term relationships. That’s why we believe in taking a consultative approach to investing through proper planning for individuals and appropriate due diligence for institutions. This enables me to provide objective and measured guidance, high-caliber service, and differentiated strategies, all backed by one of the nation’s leading wealth management firms.
My Mission – To be the primary financial resource for our clients who seek personalized financial guidance and to help them mitigate taxes and have the opportunity to grow their wealth through long-term market cycles.
About UsMy Mission – To be the primary financial resource for our clients who seek personalized financial guidance and to help them mitigate taxes and have the opportunity to grow their wealth through long-term market cycles.
Keeping You Informed
Stifel Insights
Dive into our latest articles, videos, podcasts, and more!
Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Podcast
Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
Whitepaper
Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Video
Market Perspectives QuarterlyMarket Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame
Whitepaper
Market Perspectives MonthlyMarket Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.
Whitepaper
Market Perspectives WeeklyMarket Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.
Whitepaper
Favorite 15Favorite 15 is a monthly collection of charts on the key topics impacting markets, in the view of Investment Strategy.
Whitepaper
Allocation InsightsWealth management insights from Stifel’s CIO Office.
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