
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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Is Your Business Eligible for the Research and Development Tax Credit?
U.S. business owners who spent money to develop new products or improve existing products or trade processes may qualify for the federal R&D tax credit.
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Concerned About Inflation? Consider TIPS
Do you understand how Treasury Inflation-Protected Securities can help mitigate inflation risk? This article provides an overview.
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Crisis Averted? Financial Help for Struggling Renters and Landlords
Read about programs that help both landlords and tenants by providing direct housing assistance for eligible renters.
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HOT TOPIC: High Inflation: How Long Will It Last?
This article looks at some of the forces behind rising prices, the Fed’s plan to combat them, and early signs that inflation may be easing.
Calculators
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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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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.