1890 The Year We Were Founded
and we're still going strong.
Let me take care of it
I believe that if time is money, then money is time – I want to help make you more time.
My goal is to help guide you in all aspects of your finances – investing for retirement, college tuitions, a new home or vacation house, life and long-term care and other insurance needs, and more. Let me take care of the details so you can focus on the important things in your life.
Focused on you
My Approach
I can and will provide investment guidance and strategies to help you pursue your goals. Combining my extensive experience with Stifel’s robust resources, my goal is to take care of you and your family’s needs across generations.
Connect with Me
I look forward to hearing from you and discussing your financial goals.
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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.
Learn More About Stifel2,300 Financial Advisors
Our Private Client Group has approximately 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.
As of December 31, 2020.
Stay Informed
Latest News
Read, watch, or listen to our timely investor insights.
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
Dog Determines DomicileAlthough relocating is relatively easy, determining domicile can be tricky.
Article
Important Guidelines for Claiming Social Security BenefitsIf you are receiving Social Security benefits or planning to claim benefits in the near future, you should be aware of the following guidelines for claiming strategies, which were enacted as part of the Bipartisan Budget Act of 2015.
Article
The Importance of Keeping Beneficiaries Up To DateWhen was the last time you checked to see who was listed as the beneficiary of your individual retirement account (IRA) or retirement plan? Many of us name beneficiaries when establishing an account, but we often forget to review them.
Article
Who Needs Insurance?This article covers which type of insurance could be needed for several types of individuals in different scenarios.
Article
RMD Rollover Updates for 2020The Internal Revenue Service announced on June 23 (through IRS Notice 2020-51) that anyone who has already taken a required minimum distribution (RMD) in 2020 from certain retirement accounts now has the opportunity to roll those funds back into a retirement account by August 31, 2020, following the CARES Act RMD waiver for 2020.
Article
Market VolatilityInvesting for retirement is a long-term journey. Whether your retirement is 40 years away or right around the corner, it’s important to remember that retiring from your career is just the beginning.
Article
Should You Consolidate Your IRAs? Do you own multiple IRAs at various institutions? Over the years, many investors make annual IRA contributions or complete qualified plan rollovers to different accounts at numerous financial institutions and now find it costly and confusing to keep track of all the accounts.
Article