MY PROCESS


Discovery
My discovery process begins by taking a thorough inventory of your financial life. My goal is to understand your past accomplishments, experiences, occupation, and future goals.

Development
If we are both comfortable to move forward, I will take an active management investment approach that focuses on proper asset allocation with tactical shifts based on market trends.

Implementation
After you've reviewed your plan, and I've fully addressed your questions and concerns, I'll put your customized strategy into action.  Backed by Stifel's extensive resources, I have access to a full range of account types, investment products, and other services that can be personalized to your particular situation.

Review
Meetings and evaluations of your financial picture and investment performance are held as often as you prefer, in person or by phone. However, I strive to contact my clients every other month.

My mission is to take the worry off your shoulders.  Throughout our relationship, I ask that you communicate any significant changes in your life to keep your plan aligned with your needs and objectives.