About Me
I began my investment industry career in 1990 and joined Stifel in 2010. Prior to Stifel, I worked at J.C. Bradford, Wachovia Securities (now Wells Fargo Advisors), and Oppenheimer & Co. Prior to becoming a financial advisor, I held various sales roles within the telecommunications industry. At the time, several of my clients were investment firms, and one particular branch manager initiated a conversation about becoming a financial advisor. The rest is history!
I have been married to my wife, Angie, for more than 40 years. We have two sons, Justin and Ryan, and two grandchildren, Khloe and Braxton. Outside the office, I’m a big fan of all sports, particularly the University of North Carolina Charlotte 49ers. I have just resigned from my Athletic Foundation board, which I had run for nearly 30 years.
Licenses
- CA Insurance Lic. 0D23319 LHV
About Me
I began my financial services career in 1994 and joined Stifel in 2021. I feel privileged to serve our clients’ account-related needs and focus on delivering the highest possible level of service. Prior to joining Stifel, I worked for LPL Financial and RBC Wealth Management. I hold Series 7 and 63 securities licenses.
I moved to the Carolinas in 2001, but was born and raised in Wisconsin and love the Green Bay Packers. I give back to the community by volunteering at the York County Animal Shelter, where I train new volunteers and work with potential adopters looking for their next furry family member. Outside the office, I enjoy spending time with my family and two rescue dogs, Cindy Lou and Stuart.