Customized Investment Strategies Built on Communication
Sleeping Bear Dunes, Michigan

About Me

From analyzing different companies to keeping a close eye on day-to-day stock market fluctuations, I have always been fascinated by the financial markets.  I entered the financial services industry in 2008, just a few months before the collapse of Lehman Brothers.  The invaluable lessons I learned during this time is what ultimately inspired me to launch my own practice in 2011.  Working as a financial advisor during a volatile period in the industry provided me with a deep appreciation for my clients’ unique financial lives.  Today, I create innovative wealth management strategies customized to my clients’ individual circumstances.
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Wheat-field

My Approach

Taking a holistic approach, my goal is to understand your specific investment needs and risk behavior – there are no two clients alike, and as such, no two asset mixes the same.  As such, I believe making the right investment is better than trying to time the wrong one.

 
Couple on Couch Looking at Stifel Wealth Tracker App on iPad

Stifel Wealth Tracker

View your accounts, analyze investments, and access exclusive market updates, research, and more.

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We look forward to hearing from you and discussing your financial goals.

Stifel

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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1890 The Year We Were Founded

and we're still going strong.

2,300 Financial Advisors

Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.

As of December 31, 2023.