I provide comprehensive wealth management services to a select group of clients that align with their specific investment needs. I believe in a balanced approach to investing and use multiple asset classes and management styles to help develop portfolios while mitigating risk.
I began my investment industry career in 1979 and joined Stifel in 1998. Having been in the industry for nearly 45 years with various firms, I strive to leverage my experience to provide insight and perspective in a continually changing market environment.
I earned a B.A. in Advertising from Drake University and hold Series 7, 63, and 65 securities licenses, as well as life and variable insurance licenses (including annuities).
Personal
I have a long history of supporting my community, including serving as past president of the board for Remedies Renewing Lives (a local domestic violence shelter) in Rockford, Illinois. I am the head football coach at Rockford Lutheran and a member at Forest Hills Country Club. I have two adult children, Tyler and Emily, and my wife, Michele, and I have five grandchildren.
Asset allocation and diversification do not ensure a profit or protect against risk. There are no guarantees the objectives of the portfolio will be met.
I began my investment industry career with Stifel in 2018. Prior to joining Stifel, I assisted high-net-worth partners of a large international ministry in facilitating donations. I hold Series 7 and 66 securities licenses, as well as life and variable insurance licenses.
Personal
My wife, Katie Jo, and I have two sons, Liam and Silas, and a daughter, Ava. I also serve on the board of a nonprofit, Mending Ministries..
I began my investment industry career in 2015 and joined Stifel in 2021. As a Client Service Associate, I enjoy interacting with the team’s clients and assisting them with all their service-related needs.
Personal
My husband, Eric, and I have two children, Gulianna and Oliver.
