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Planning Your Financial Future

Starts Today.

I began my financial services career in 2001 and joined Stifel in 2021.  Prior to Stifel, I served as a financial advisor with Wells Fargo Advisors and Edward Jones.  With more than 20 years of experience in the financial services industry, I am dedicated to helping individuals pursue their financial goals by developing investment plans focused on their specific circumstances and risk tolerance.  My extensive experience navigating major shifts in the markets enables me to help my clients develop balanced portfolios built for the long term.

I earned a Bachelor of Science from Southern Illinois University-Edwardsville and have attained the Accredited Asset Management SpecialistTM designation.  I have attended many conferences throughout the years to help enhance my knowledge about our ever-changing industry.  I plan on continuing this as opportunities arise.  

My family and I live locally in Columbia, Illinois.  I look forward to extending my services to you and your family.  Together, we can discuss financial strategies designed to suit your unique situation.  Having served the O’Fallon area for nearly two decades, it has been a privilege to work with so many clients that I now consider friends.
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Stifel

By the Numbers

Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

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1890 The Year We Were Founded

and we're still going strong.

$4.43 Billion in Net Revenues

in 2023.

As of December 31, 2023.

135+ Senior Analysts

Stifel Research has more than 135 senior analysts across 12 sectors.

As of December 31, 2023.

135+ Senior Analysts

Stifel Research has more than 135 senior analysts across 12 sectors.

As of December 31, 2023.