I primarily serve those who are close to retirement and high-net-worth individuals who are interested in minimizing taxes and maximizing their estate and philanthropic goals with cost and tax efficiency. 

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.