I am a financial advisor associated with Stifel, one of the nation's premier investment firms.  The firm was established in 1890 in St. Louis, Missouri.  I provide guidance to clients and their families on many areas in their financial lives, from funding family education needs and saving for retirement and income planning, to providing guidance on more complex estate planning issues related to investments.  I continually think about the clients' financial lives and attempt to balance out their immediate, short-term, and long-term goals and objectives - so our business is extremely customized to the individual client relationship.

Neither Stifel nor its associates provide legal or tax advice.  You should consult with your legal or tax advisor regarding your particular situation.