OUR MISSIONOur Mission Graphic depicting vector images of shaking hands, puzzle pieces symbolizing agreements, and heart symbolizing integrity

Since 2000, our mission has been to thoroughly analyze all aspects of your balance sheet while carefully considering the options.  Then, we leverage Stifel's robust capabilities to create and maintain a wealth management plan tailored to your unique lifestyle and situation.

We are committed to staying abreast of changes to the industry, economy, and most importantly, your life, by attending seminars and educational conferences throughout the nation. We do this in an effort to provide informed financial guidance and the most personalized client experience possible.  

 
 
 

OUR R.I.S.K. APPROACH

We approach your wealth management needs with these values as our foundation:

 

Responsibility
We understand your family's future is every bit as sacred as ours.  We are committed to help you invest your wealth as carefully as we invest our own.


Integrity
The foundation of any successful relationship is trust.  You can expect dedicated, transparent service, no matter what your account size or net worth.  We believe all of our clients deserve thoughtful guidance based on mutual trust.  


Service
We aim to go the extra mile to satisfy your needs quickly.  Our goal is to gain a deep understanding of your overall financial situation, addressing cash flow, asset management, legacy planning, philanthropy  goals, and tax planning needs.


Knowledge
Along with our team's knowledge and resources, we leverage Stifel's nearly 130 years of experience and have access to the firm's incredible intellectual capital.

 

 

 

 

Lending services for clients of Stifel, Nicolaus & Company, Incorporated are performed exclusively by Stifel Bank and Stifel Bank & Trust (Stifel Banks).  Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp.  Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries.  Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.

Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE.  Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested.  Stifel Trust Companies do not provide legal or tax advice.