About Me

I began my financial services career specializing in insurance with Northwestern Mutual.  I became securities licensed in 2000 and joined Stifel in 2009.  Prior to joining Stifel, I worked for A.G. Edwards and briefly with its successor firms, Wachovia Securities and Wells Fargo Advisors.

In 2003, I attained the Accredited Asset Management Specialist™ designation from the College for Financial Planning.  The AAMS™ program covers an extensive range of topics, including the asset management process, investments, insurance, taxes, as well as retirement planning strategies and estate planning issues.  I earned a B.A. in History from the University of Connecticut and hold Series 7, 9 & 10, 63, and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).

Outside of the office, I’ve coached more than 20 seasons of youth basketball, baseball, softball, and soccer at the recreational, travel, and interscholastic levels.  In my free time, I enjoy activities like running, skiing, golfing, and swimming.