Who do I serve?

The majority of my clients are high-net-worth individuals, executives, or business owners who are working toward or enjoying retirement. Though I accept accounts of varying sizes, I mostly tend to those with $1 million to $10 million in assets.   

Building Our Relationship

Notes, notes, and more notes. Although I may seem to document more information than necessary, I enjoy getting to know you both on a professional and personal level. This comes in handy when building your customized wealth management plan – no two clients are the same. 

Our Meetings

I conduct a discovery meeting with every prospective client to understand your needs and identify your goals. At the end of the meeting, we will decide if it makes sense for us to work together. For existing clients, I hold quarterly or semi-annual meetings to review your financial picture, provide performance reports, and discuss any life changes. While I prefer to meet in person, it is common for my clients to call me to talk about any issues. I also recommend holding a meeting with your CPA and estate attorney so we are all on the same page.

Stifel does not provide legal or tax advice. Please consult with your legal or tax advisor regarding your particular situation.