Description: We offer a complete range of financial services for the high net worth investor located in and around Overland Park, Kansas. I specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives while navigating a complex market environment.
Welcome to my website and practice at Stifel. I joined Stifel in May 2019 after many years at one of the largest Wall Street firms. I joined Stifel to ensure that I can truly keep my clients' best interest first . At Stifel, I can offer my clients top-tier investment and wealth management capabilities, without pressure to sell particular products and bank services.
For my clients, I thank you for your trust and loyalty and look forward to continuing to help you pursue your financial goals. For prospective clients, thank you for taking a look. I would be honored to talk with you about my approach and your needs.
Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com Investing involves risk, including the possible loss of principal invested.