Senior couple having dinner at the beach

My Clients

Here are just some of the clients I serve:
  • Retirees and individuals planning for retirement
  • Individuals with complex tax situations
  • Charitably inclined investors
  • Highly compensated executives
  • Referrals from existing clients
I continually seek to provide my clients with the knowledge, tools, and resources needed to succeed in today’s fast-paced world by offering clarity and context.

I am here to help you make informed decisions on any financial issue you face.
  By Your Side for All of Life’s Milestones
My practice is built on the development of deep and enduring relationships and the delivery of comprehensive wealth management services.

I work with a range of clients who value the guidance I carefully cultivate for them in pursuing their goals, including:
  • Simplifying their financial life
  • Planning for retirement
  • Mitigating investment-related taxes through advanced strategies
  • Addressing long-term healthcare needs
  • Educating next generations on how to manage wealth and carry family values forward into the future
Stifel does not provide legal or tax advice. We encourage you to consult with your legal and tax advisors regarding your particular situation.