I primarily serve those who are close to retirement and high-net-worth individuals who are interested in minimizing taxes and seeking to maximize their estate and philanthropic goals. 

I leverage Stifel’s full suite of products and services, including the firm’s wealth planning and advisory program platforms, as appropriate, to develop a comprehensive financial plan that emphasizes risk management and hedging strategies. I prefer to meet with my clients at least quarterly to discuss investment performance, risk measurements, and updates on progress.

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.