Developing Your Strategy

An integral part of my investment philosophy is investing money based on the actual needs and time horizon for the funds being invested.  Taking on more risk than is warranted can lead to unfavorable outcomes, but using a diversified approach that is rooted in and tailored to your financial situation, needs, and preferences can help lead to potentially favorable outcomes.

Diversification does not ensure a profit or protect against loss.

Applying Your Strategy

Once a strategy is established, I serve as your personal guide to help you stay the course with your plan.  Regardless of market conditions, we will periodically meet to review your plan and talk through any new opportunities, concerns, or life events that may affect your investment strategy.

Service Through Communication

Through transparent and honest communication, I strive to make sure clients understand and make the most of the financial tools and investment opportunities available to them.  Discovering which of Stifel’s services is right for you is especially important when rates are low and the markets are volatile. That’s why I emphasize a high level of communication built around your schedule.