About Me

I have always been interested in the investment industry and began my career in 1996 helping employees of a large internet company manage and diversify their company stock.  It was a great opportunity to work with employees and executives and provide strategies for their unique financial objectives.  In 2007, I joined Stifel, one of the nation’s leading wealth management firms.  Stifel has a robust platform and vast array of resources to aid me in supporting my clients.

I believe it’s important to continue to further my education within the investment industry.  As such, I earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.  I have also earned the Chartered Financial Consultant® designation and hold Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including long-term care and annuities).

My wife and I have been married for nearly 25 years.  We have a son and a daughter, both in college, and three crazy small dogs at home.  In my spare time, I enjoy golfing with friends and traveling with my wife.