We believe in a personalized approach dependent on the needs of each client. We look at the big picture – financial goals first, and then working hard to pursue these goals. We believe in a well-diversified portfolio for each client to help mitigate risk.
We realize the most important aspect of our relationship is trust. Our goal is to earn the trust of our clients by helping them pursue their goals through tax-efficient investment strategies and providing top-tier client service. 

We have no minimum account size. We offer compassionate investment planning and like to educate our clients as much as they would like.

We begin by doing an initial fact-finding meeting and asking a wide variety of questions. We think it is important to ask open-ended questions and that we listen. We gather all personal and investment information, and depending upon the situation, we may go through a financial planning questionnaire to gather the information needed for the Stifel Wealth Strategist Report®. We then work on a portfolio analysis of their current investments and create a plan to move forward. A second meeting will allow us to provide our guidance and offer a proposed investment plan.

Diversification does not ensure a profit or protect against loss. Neither Stifel nor its associates provide legal or tax advice. You should consult with your legal and tax professionals regarding your particular situation.