I began my wealth planning career working with estate planning strategies and long-term care planning, so I understand that your financial picture involves more than just investments. 

I believe that there are many wealth management strategies that can work given enough time; however, any strategy is at risk of failure if abandoned at the wrong time.  Understanding and believing in the plan are essential pieces of the puzzle.  Using highly customized behavioral finance tools, such as Stifel’s Financial ID process, I will work with you to identify:

• Your risk attitude
• Your decision style
• Important insights into your financial needs, and
• A personalized wealth management philosophy