About Me

I joined Stifel upon its acquisition of Ryan Beck in 2007. With more than 25 years of investment industry experience, I currently serve as Branch Manager of the Boca Raton location, providing clients with professional guidance while offering a broad array of products and services, including professional wealth management, executive services, estate planning, and retirement planning.

For my clients – individual and institutional alike – I strive to truly listen and understand your needs while continually providing solid, studied investment guidance. With access to a broad array of services and products, I am dedicated to utilizing the newest technological advances and Stifel’s nationally recognized research to help you identify your complex needs and pursue your financial goals.

For financial advisors – At Stifel, we understand that it can take years to develop client relationships and build trust. That’s why, instead of serving as an obstacle, we help you clear a path to success. Our advisors often tell us that working for Stifel reminds them of the “good old days,” back when hard work and entrepreneurial thinking were encouraged and rewarded. Backed by the power and innovation of Stifel, our team’s entrepreneurial spirit encourages loyalty and integrity with our clients’ interests as our top priority.

As Branch Manager I am focused on hiring growth-oriented, entrepreneurial advisors to be a part of our success. I believe it's my role to support my advisors as if their clients were my own. You know, without the pressure and quotas that are ruining so many firms today. 

Over the course of my career, I have become intimately familiar with the needs of our most important assets – financial advisors and their clients. I sincerely believe Stifel is unparalleled for advisors looking to grow their business. You won’t find another wealth management firm in the industry that offers the same accessibility, resources, and support.

I can continue to tell you about all of the elements that make Stifel elite, or we can show you. Come visit us and experience our office and Stifel exactly as one of your clients would.