Customized Investment Strategies Built on Communication

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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I am honored to have been named to
Forbes’ 2025 and 2026 Best-in-State Wealth Advisors list.

Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see stifel.info/award-disclosures.

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, thus, no two asset mixes the same. As such, I believe making the right investment is better than trying to time the wrong one.

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Stifel

By the Numbers

Put simply, Stifel is a growth 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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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, 2024.

600+ Investment Banking Professionals

Stifel's Investment Banking team consists of more than 600 investment banking professionals in eight industry groups and six product and service groups.

As of December 31, 2024.

250+ Public Finance Associates

We have more than 250 Public Finance associates in 44 offices.

As of December 31, 2024.

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