Creating long-term plans with long-term people

My Mission

My mission is to build a strong, long-term relationship with you through clear communication, mutual trust, and shared principles. Your life is much more than just one dimension; it’s a blend of perspectives, passions, and paths. I want to gain a well-rounded perspective of who you are – listening intently and customizing strategies designed to last and evolve over the course of your life and beyond.

Relationships Built for the Long Term

Building a relationship with an experienced financial advisor can help you make well-informed investment decisions for the long term.

Together, we will determine your financial and investment goals and select investments based on your individual risk parameters, time horizon, and other important factors. We will set meetings to periodically review your investment plan over time to help ensure that your strategy still aligns with your objectives, risk tolerance, and investment goals.

A Customized Plan Deserves a Range of Services

Our Services

Our services cover all areas of wealth management, from investment and retirement planning to risk management estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that aligns with their unique needs and helps them to pursue both short- and long-term goals.

Wealth Planning

We understand that you have a unique set of circumstances that shape your financial goals and needs. Our holistic approach to wealth planning leverages the knowledge and expertise of Stifel’s experienced professionals to address all aspects of your financial situation. The financial planning process provides you with the opportunity to assess financial and non-financial assets, saving and investing practices, and the ability of these to help you pursue your stated long-term financial goals.

Retirement Planning

Whether you are early in your career or actively contemplating retirement, a business owner or an individual, it’s never too late to put a plan of action into place. We can help you find the right plan and the right investments to help pursue your retirement goals.

Estate Planning

Estate planning encompasses more than the distribution of your estate to your heirs. It is a process designed to identify the best possible way to accumulate, preserve, and pass your wealth by implementing a plan that aligns with all of your objectives. A carefully prepared estate plan can help you address lifetime management issues and ensure you are financially prepared to meet with an estate planning attorney.

Insurance

We can provide you with a range of insurance services, including life insurance, long-term care insurance, and disability insurance. Stifel represents some of the most reputable, trusted providers in the insurance industry, and we will work to determine the types and amount of coverage that are most appropriate for you and your family.

Asset Management

Using Stifel’s planning capabilities, we’ll analyze your particular investing behaviors, individual preferences, and the asset classes that align with your risk tolerance and customized investment plan. Our asset management affiliates employ a diverse range of active equity, fixed income, asset allocation, and alternative investment strategies.

Investment Banking

Stifel has a full-service investment bank with deep industry experience that serves as a strategic advisor to entrepreneurs, family-owned businesses, private equity groups, and leading public and private corporations in North America, Europe, Asia, Israel, and Latin America. The investment bank has more than 600 investment banking professionals ready to provide the insight and expertise you require. Our integrated approach allows us to deliver the full capabilities of Stifel’s institutional capital markets platform and retail brokerage network, which are among the most highly regarded in the industry.

Morton Shulman

"The true secret of success in the investment and speculative world is not so much which good securities to buy, but rather which investments to avoid."

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