Senior couple eating pretzels on park bench

Designed for each phase of life

Our Process

My process focuses on your entire financial picture and is designed to address a variety topics as you move through each phase of your financial life:

  • Accumulating and growing your wealth
  • Preserving your wealth
  • Creating income for your retirement years
  • Distributing your wealth during and after your lifetime

I draw on the knowledge gained from the CERTIFIED FINANCIAL PLANNERTM certification to help my clients navigate the various phases of their financial life, listening to their goals and tailoring a plan suited to their financial future and lifestyle.  This includes addressing topics such as wealth planning, risk mitigation, asset allocation, tax planning, manager selection, legacy and estate planning, and philanthropic services.

I also hold the Certified Investment Management Analyst® and Accredited Investment Fiduciary® designations, which I leverage to help clients align their investments with their philanthropic mission, investment philosophy, and financial goals.

My wealth management process consists of six steps that help get an overview of your current situation, choices available, and what must be done to pursue goals.


Asset allocation does not ensure a profit or protect against loss.  Stifel does not provide legal or tax advice.  You should consult with your legal and tax advisors regarding your particular situation.