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Our Approach

Our wealth management team offers a full range of products and services, from helping you select individual investments to developing a retirement planning strategy. With access to Stifel’s high-caliber resources – including a nationally recognized equity research platform and highly talented economic and market strategists – we are prepared to help you make informed investment decisions based on your needs and risk tolerance.

Our Philosophy

As a father-son team, we believe in delivering a family-focused, transparent client experience aimed at building long-lasting relationships.  We also believe in putting clients’ interests first and are personally committed to helping you pursue your long-term goals across multiple generations.