I began my investment industry career in 1981 and joined Century Securities (now Stifel Independent Advisors) in 2002. At Stifel Independent Advisors, I provide a broad array of clients with customized guidance to help them pursue their goals and address their vast wealth management needs.
By developing a long-term relationship and having access to a full suite of services, I will work with you to understand your goals, your ability to invest, and create a diverse portfolio with an emphasis on fixed income investments. You can expect simple explanations and a common-sense approach to the markets. I draw on my experience and knowledge gained from earning the Chartered Financial Consultant® designation to help you navigate a range of financial topics, including investment planning, wealth accumulation, estate planning issues, tax-advantaged investing strategies, life insurance, business succession planning, and retirement planning strategies.
I graduated from Washburn University and hold Series 7, 8, 53, 63, and 65 securities licenses.
Stifel and Stifel Independent Advisors do not provide legal or tax advice. Please consult with your legal or tax advisors regarding your particular situation.
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