My investment philosophy is rooted in time-tested portfolio construction principles, specifically having an appreciation for value investing, the power of diversification, and tax efficiency. With a focus on risk management and a tactical, opportunistic approach to investing, I strive to build customized portfolio strategies that align with my clients’ unique goals.

Diversification and asset allocation do not ensure a profit or protect against loss.
Neither Stifel nor its financial advisors provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.