
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.
Newsletters
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Should You Speed Up Your Retirement Plans?
The pandemic caused some Americans to file for Social Security earlier than planned. See four factors to consider before retiring early.
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Looking Back, Looking Forward
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
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Catalytic Converter Thefts Are on the Rise: Here’s Why
Find out why catalytic converters are targeted by thieves and how comprehensive auto insurance can help provide some financial protection.
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HOT TOPIC: Antitrust Crackdown Aims to Increase Competition
See how an executive order to curb excessive consolidation of industry might affect consumers, small businesses, investors, and the economy.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?