With more than 15 years of investment industry experience, I have helped a variety of clients address their unique financial needs and pursue their important financial goals. Whether you are planning for retirement, saving for your children’s or grandchildren’s education, or looking to distribute your wealth in a tax-advantaged manner, I can create a customized strategy designed to simplify each of these processes. My mission is to create a comprehensive plan that aligns your investments with your values and future intentions. I look forward to extending my services to you and your family. Together, we can discuss personalized wealth planning and investment strategies that suit your unique situation.
I began my financial services career with Wells Fargo Bank in 2003 as a personal banker and then transitioned to becoming a Financial Advisor in 2010. During that time, I have developed long-term relationships through educating my clients with the heart of a teacher, providing competence in some of the most important financial areas of their lives.
As life circumstances change, so must your investment strategies in order to stay on course as you work toward your financial objectives. That’s why I make it a priority to periodically review your planning strategy with you, making adjustments as it relates to the financial markets, economic conditions, tax law changes, and personal life circumstances. In addition to planning, I can guide you through the ever-changing estate planning environment to help mitigate risk to your wealth across multiple generations by providing access to Stifel’s wealth planning group, which includes estate planning professionals, as well as coordinating with your estate planning attorney.
I live in the Keller area with my wife, Tiffany, and our five children, Nicholas, Elijah, Isabel, Isaiah, and Hannah Grace. My children’s ages range a bit, so there is never a dull moment! We are passionate parents to four adopted children, and our fifth child was a surprise blessing. We are also involved in our community through our church.