Why Stifel?

Established in 1890, Stifel has grown into one of the most preeminent wealth management and investment banking firms, serving clients in more than 400 offices across the nation. What attracted me to Stifel was the vast amount of resources they offer, from the firm’s talented and experienced team of support professionals to cutting-edge technology and tools designed to help simplify our clients’ financial lives.
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My Mission

Stifel’s defining principle – to “safeguard the money of others as if it were your own” – coined by the firm’s namesake, Herman Stifel, is quite similar to my own.  Throughout the ups and downs of the markets, the challenges of the COVID-19 pandemic, and amid a constantly changing industry, my mission is to help my clients pursue their financial goals as if they were my own.