A Focus on Education
I emphasize educating my clients during the investment and wealth management process. I believe it is important that you have a general understanding of your plan and the universe of the markets so you can make informed decisions about your wealth. As part of my personalized approach, I will work with your CPAs, attorneys, and other trusted advisors to help ensure any tax, estate, and family wealth planning issues are addressed appropriately.

Your Needs, Wants, and Wishes
You’ve worked hard for your wealth. Let me help develop a plan designed to take you the rest of the way.

Whether you’re a beginner just out of college or you’re age 65 and planning to retire in the next five years, financial planning can benefit anyone at any age with any amount of wealth. It is important to categorize your financial goals into your needs, wants, and wishes:

• Your needs may consist of the cost to cover your bills and put food on the table.
• Your wants could be those goals you would really like to fund but that aren’t critical. 
• Your wishes might include that once-in-a-lifetime vacation or the home remodel you have always dreamed about.

Once this information is gathered, I will serve as your primary source of contact in coordination with Stifel’s robust Wealth Planning department – which include financial planning professionals, estate and tax planning professionals, and more – to develop a personalized financial plan tailored to your unique situation.

Stifel does not provide legal or tax advice.  You should consult with your legal and tax advisors regarding your particular situation.