Broker Check


"Excellence, then, is not an act but a habit."

You might be surprised to learn how little most investors know about the qualifications of their financial advisor. It is difficult to imagine entrusting so much confidence in an investment professional without first determining whether he or she is properly qualified and experienced with the type of investments that you will own during your lifetime. Our financial advisors are specifically educated and licensed with a wide variety of investments and insurance products, so they can provide you with a broad range of investment vehicles and options. Choosing the right financial advisor is as important as choosing the right investments.

We believe the reason our clients consistently choose Stifel is our personal attention and plain language approach to advising our clients. Our education, training, and experience are well suited to the field of financial services and insurance planning. We offer the formal education clients expect in the field of financial services and technical expertise and experience that can only be acquired by working with a variety of different investments in a holistic planning environment year after year.

We share a commitment to excellence and a thorough understanding of the needs and objectives of each client. This commitment to the total client experience empowers our clients with knowledge in their strategy and a feeling of understanding and control over their financial future. We pride ourselves on attention to detail and a simple approach to helping everyday people like you plan for their future.