Whether you prefer fee-based account (through advisory services) or a transactional account (through brokerage services), my recommendations and strategies are driven by your needs, comfort level, risk tolerance, and time horizon.

Where I reasonably believe it to be in a client’s best interest, I recommend:

Advisory Services
For more details, including costs, please refer to Stifel’s Form ADV Part 2A, Wrap Disclosure Brochure, available on our website at www.stifel.com/disclosures/investment-advisory-services/program-disclosures, for detailed information about the fees and expenses that clients incur in connection with Stifel’s investment advisory programs and to Stifel’s Form CRS, available at www.stifel.com/CRS.
 
Non-Advisory Products (Brokerage Services)
For more details, including costs, please refer to Stifel’s Relationship Guide at www.stifel.com/relationshipguide and to Stifel’s Form CRS, available at www.stifel.com/CRS.

During our first discussion, I will make an effort to really get to know you beyond just your financial goals. I want to learn about your life and what truly motivates you. This will help me seek out investments that align with your values and investment behavior. Once you are comfortable to move forward, I will help you develop a customized wealth management plan, implement it once you approve it, and periodically review it with you for changes. That way you can focus on the things that matter – your family, your career, and your long-term goals.

The Value of Diversification
A strong advocate of diversification and risk mitigation strategies, I seek to spread your investments across a variety of sectors. By doing this, your portfolio may not suffer as severe of an impact should one specific industry experience turmoil.

Your own personal diversification strategy will depend on your tolerance for risk and long-term goals. Diversification and asset allocation do not ensure a profit or protect against loss. To find out if you’re properly diversified, contact me today.