I help my clients understand and pursue their financial goals and navigate life’s financial complexities. To do this, I employ a deliberate discovery process, sophisticated ongoing wealth management, and a periodic review process with my clients. I help my clients navigate areas such as education savings planning, Social Security analysis, life insurance, IRA distributions, tax-efficient investment and legacy planning, long-term care planning, estate planning strategies, and more. 

Stifel does not provide legal or tax advice. Please consult with your legal and tax advisors regarding your particular situation.