Services

 

Stifel is a full service investment firm.

While working with me you will get extensive personal attention.

View our Fact Sheet

Through Stifel I can offer investment management and financial planning services to my clients.

Stifel serves in a fiduciary capacity with your managed advisory accounts. 

This means our interests are aligned. Your investments will be managed by myself and a blend of professional managers.

You will have a customized financial portfolio which we continually tweak and monitor to help you pursue your individual financial goals. We communicate on a regular basis and base our decisions on sound investment planning.