What Makes Me Different

I have been a financial advisor and licensed since April of 1984, starting when the Dow Jones Industrial Average was at 1,200, and have been through:


• the crash of  '87

• the recession of  '90

• the Asian Currency Crisis in the mid '90's

• the Russian Debt Default in the late '90's

• the bailout of Long-Term Capital Management

• the dot-com boom

• the dot-com bust

• 9-11

• the Enron Bankruptcy

• the Iraq War

• the WorldCom bankruptcy

• the Subprime crisis

• the Bear Stearns collapse

• Lehman Brothers

• TARP and the $700 billion bailout

• the Flash Crash

• the Wall Street Reform Act

• the European Debt Crisis

• the "Fiscal Cliff"

• "Brexit"

• The Greek Debt Crisis

• Hurricane Harvey costing $180 Billion

• U.S.-China Trade War

• Impeachment Trial

• COVID-19



I've seen the Dow Jones Industrials Average go up and down and up again from 1,200 to over 30,000

and have the benefit of almost four decades of experience helping me to guide you in your investing.


Furthermore, with more than 400 offices across the nation, Stifel's philosophy on investing is grounded on a 130-year-old tradition of trust, understanding, and solid, studied advice.  I believe Stifel has one of the leading bond trading desks and equity research departments on Wall Street.  So I believe the strategies I can provide are the best available to you.


Map of the U.S. with Stifel branches indicating the 400 branches nationwide
























Past performance does not guarantee future success, and no one can predict the markets with any certainty. The Dow Jones Industrial Average is an index that shows how 30 large, publicly owned companies based in the United States have traded during a standard trading session in the stock market.