Chris, Blake, and Keith

About Us

Drawing upon Stifel’s high-caliber research, experience, and technological resources, we will develop, implement, and help you manage a plan that aligns with your unique financial challenges and goals. A father-son team, we are personally committed to helping you pursue your long-term goals across multiple generations.

 

Woman at desk with phone, laptop, calculator, and financial documents

Building Our Relationship

Our first step is gaining an understanding of your short- and long-term goals by listening to your current and future needs. Once we’ve reached an understanding, we will develop a personalized wealth management plan using risk management strategies while seeking to generate growth over the long term.
Our Philosophy