“Our mission is to work side-by-side with you to understand where you are today, what will be required for retirement, and what you will need to do between now and then.  We'll not only look at your savings and investments, but also how to leave a lasting legacy to your heirs or to a charity of choice.  We seek to accomplish this while maintaining the level of honesty, integrity, dependability, and accountability you expect and deserve.”

 

With more than 100 years of combined investment industry experience, we are dedicated to assisting our clients in pursuing both their short- and long-term financial goals.  Backed by Stifel's high-caliber resources, we are fully committed to and invested in our clients.  We take great pride in working for a firm that believes – as we do – that clients' interests should come first.