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Investment Approach

Having more than 75 years of combined financial services experience and two members who have earned the CERTIFIED FINANCIAL PLANNER® certification, our team of highly capable and proficient professionals is focused on putting your interests first. We care about what you want for your future and are committed to listening intently to your dreams and aspirations. Our team believes that collaboration and effective and periodic communication with you are the keys to empowering and educating you to help you pursue your goals. We are dedicated to your needs with an eye to improving ourselves and our services as needed. Finally, we are truly grateful for the opportunity to apply our experience and passion to helping you along your journey of pursuing financial independence.

A unique financial lifestyle like yours deserves a professional financial advisor with a deep set of technical skills and a broad range of knowledge and experience. We listen carefully to your intentions and create a connection to your past and present experiences involved with your wealth and spending habits.
Once we have gathered information on your experiences and future objectives, we compile this information to formulate a clear, comprehensive wealth strategy. We then work with you to mold this into a comfortable approach to your overall plan that makes sense and works for you.
Once you’re comfortable enough to move forward, we will utilize your experiences, combining investment management, financial guidance, risk management strategies, liability management, and coordinated estate and tax planning strategies.
We are committed to continually collaborate with you to review the process, the strategies, the investments, as well as the changes that are a result of your unique journey.
 

As we discuss your investment strategies, we take into consideration how critical it is to listen and evaluate your comfort with risk. Once we acquire a mutual understanding, we utilize a disciplined process to diversify and periodically review our investment strategies with you in an effort to minimize all the potential risks that could weaken your portfolio.
We take this process one step further by having an honest dialogue with you about the planning strategies and the impact that they may have on your portfolio objectives. Whether it is an ongoing investment or income strategy, we will help you understand and periodically discuss with you the impact to your short- and long-term objectives.
 

We blend years of experience and knowledge to deploy an approach that is deliberately thought out, well-disciplined, and focused on your unique needs.
While no one can truly predict the market, we seek every effort to successfully create positive outcomes from your objectives, as well as leveraging the strength of our strategy to seek to reduce negative impact on your portfolio.
In addition, we utilize the strength and experience of Stifel, which has served investors since 1890, to supply us the resources to better serve you in your pursuit to financial success.
 

Bottom line, we understand how important your wealth is to you, which is why we are open and transparent about costs as well as the value received from our service.
In order for you to carefully evaluate costs and maximize value, we clearly lay out the strategy for pursuing your objectives, the steps that need to be taken, and any costs associated in addition to the value we believe they add.
We welcome all of your questions until you have acquired a complete understanding of the process, then carefully, without obligation, evaluate and decide if we are the right fit for you on your journey.
 
 

Estate planning covers more than just the distribution of your estate to your heirs – it is a process designed to identify the best way to accumulate, preserve, and mitigate risk to your wealth. An important part of any wealth strategy is to effectively and efficiently transfer and preserve assets while minimizing tax liability and court costs. We work side by side with you, and your other professional advisors, to coordinate estate planning services to help meet your unique estate planning goals. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.