Personalized Investment Planning

Customized Guidance to Help You Pursue Your Goals

When it comes to developing your customized wealth management plan, I believe in taking a collaborative approach to our relationship.  I want to know you not only as a client, but also as a friend.  By learning your values, family history, life philosophy, and long-term goals, my objective is to position you for the realities of today’s economy and work together with you to develop a comprehensive, yet flexible plan to guide you throughout your lifetime.  
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We look forward to hearing from you and discussing your financial goals.

Stifel

By the Numbers

Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

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1890 The Year We Were Founded

and we're still going strong.

2,300 Financial 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, 2023.