My goal is to:

Deliver a high level of communication to understand whether any changes in your life may impact your investment portfolio.

Conduct periodic update discussions with you on your portfolio’s performance, detailing performance year-to-date and over the life of the relationship.

Work with outside tax, legal, and other outside advisors when necessary.

Employ a simple and easy-to-understand fee structure – you have a right to know exactly what you are paying and how it is computed.

Provide an annual face-to-face review to discuss prior year results, changes in your needs or objectives, and my strategy and expectations for the coming year.

Stifel does not offer legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.