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Traffic light trails in Charlotte, North Carolina. The city skyline glows on a foggy night.

Tomorrow is today. Make the best of it.

A shot of Lake Norman, North Carolina after the sun set at the shore along the marina near Charlotte.

About Me

Whether it’s planning for a long retirement or just putting a little money away for a rainy day, I leverage my more than 30 years of industry experience with Stifel’s broad capabilities to help you pursue your goals.  My goal is to see life through your eyes before I begin to develop your wealth management plan.
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My Approach

Your financial goals, needs, and dreams deserve to be treated with steady dedication and care. That’s why I take a full-service approach to working with my clients, strongly positioning you to understand the realities of today’s economy while working together to develop a comprehensive plan that reflects your varied needs.
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Clients are the center of my attention when it comes to establishing a long-term plan and setting up realistic goals.  When working with me, you can expect a high level of care, that I respect my role as your financial advisor, and that there will be full disclosure at the front end of the relationship in terms of what I will do, how I will do it, and how often I expect to communicate with you.

1890The Year We Were Founded

and we're still going strong.

2,300Financial Advisors

Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.

As of December 31, 2022.

4.8Billion in Net Revenues

in 2022.

As of December 31, 2022.

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