Plan in Decades, Think in Years, Work in Months, Live in Days
No financial advisor can accurately predict market behavior, global events, or a client’s personal health – that’s why my focus is helping clients prepare for various scenarios while making informed decisions along the way. My focus is not on beating the market, but rather levering the robust resources I have at hand to guide you every step of the way.
Supported by Stifel’s resources, my philosophy is based on creating a broad array of opportunities for clients – whether that involves investing in sophisticated or simple ways, expanding their enterprises, creating a retirement income strategy, pursuing lending capabilities, and more.
Everything I do is customized to a client’s needs. “Cookie-cutter” is not in my vocabulary.
Three Ps
While relationships with clients tend to be casual and authentic, my approach is highly disciplined. I begin with what I call the “Three Ps”:
● Preferences is how we establish guidelines on how we will stay in touch in person, by phone, or using other technology. I meet clients according to these preferences – whether that is at a restaurant, their home or office, or through Zoom.
● Planning is a critical step where we work together to identify and prioritize clients’ goals at the outset and continue to refine and make adjustments over the course of our relationship.
● Portfolios are developed hand-in-hand with clients. Taking a long-term approach, I seek to employ a straightforward, operationally efficient investment program. I like to incorporate risk management and tax-advantaged investment strategies that are designed to build client wealth and mitigate the effects of external influences.
Lending services for clients of Stifel, Nicolaus & Company, Incorporated are performed exclusively by Stifel Bank and Stifel Bank & Trust (Stifel Banks). Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.