Wealth Management With Honesty and Integrity at the Forefront

My Approach

Taking a holistic approach to investments, I pride myself on providing a high level of engagement with my clients, including periodic review discussions. It’s very uncommon for someone to tell me, “I haven’t heard from you in a while.” I make it a point to find out what is most important to my clients. After getting to know you and your financial needs, I create customized strategies designed to help you pursue both your short- and long-term goals.

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Stay Informed

Latest News

Read, watch, or listen to our timely investor insights.

Sight|Lines
Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.

Podcast
Market Pulse
Market Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.

Whitepaper
Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.

Podcast
Conversations with Michael O'Keeffe
Stifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.

Podcast
Sight|Lines Video
Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.

Video
Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.

Video