Approach
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I believe that your financial picture is much larger than just investing. That's why I will work actively and collaboratively with you to develop a plan to determine the direction of your financial journey.
Throughout my consultations, I am committed to helping you:
Build
Working together with my clients to build their financial foundation is one of my top priorities. I start this process with the introduction of a comprehensive wealth management plan. In order to create an accurate plan, we need to look at both sides of the balance sheet – assets and liabilities. I will then discuss and review my clients' risk tolerance, time horizon, and vision for their future. Once I have a true picture of my clients' financial goals, I will begin to develop and implement a plan that reflects their needs.
Manage
After I have determined a customized plan to address my clients' goals, I will help them manage their plan accordingly. Backed by Stifel's vast resources and highly qualified money managers, I pursue portfolio strategies that are modeled on those used by elite institutions to help select a mix of asset classes that closely matches my clients' individual preferences and appetite for risk.
Protect
Many people think that financial advisors only address their clients' finances. However, my goal is to develop strategies that help mitigate the risks involved in my clients' future. This involves working with clients to select a life insurance policy that reflects their loved one's needs or helping business owners safeguard their life's work. I also help my clients find the right trust attorney to ensure their estate plan is managed responsibly. My mission is to help guard my clients and their families against unforeseen events that may negatively impact their financial futures. Over my career, I have helped many families navigate the complications of settling an estate and want to make sure they are making clear decisions during these emotional transitions.