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Approach

I offer a full range of products and services, from helping you select individual investments to developing a retirement planning strategy.  With access to Stifel’s high-caliber resources – including professional research analysts and economic and market strategists – I am prepared to help you make informed investment decisions based on your unique needs and risk tolerance.

Philosophy

As your personal financial resource, I strive to deliver a completely transparent client experience aimed at building long-lasting relationships while seeking to provide the best strategies for your financial needs.