About Me
I began my investment industry career in 1993 and joined Stifel in 2018. Prior to joining Stifel, I served most of my career with Ameriprise and, most recently, Raymond James. Throughout my career, I have worked closely with clients from various economic backgrounds, many of them with families. Rather than taking a cookie-cutter approach, I understand each of my clients is different, taking their needs, family situation, and goals into consideration before constructing an investment strategy.
The financial markets are not only my career but my personal passion. I hold my client relationships near and dear to my heart, with many of them spanning generations.
A Michigan native, I earned a B.S.B.A. from Ferris State University and hold Series 7, 9 & 10, 63, and 65 securities licenses. Outside the office, I enjoy watching and attending sporting events and spending quality time with my family and friends.
About Me
I began my financial services career in 2019 as an intern at Merrill Lynch and joined Stifel in 2020. I earned a B.S. in Finance from Oakland University and hold Series 7 and 66 securities licenses. I am dedicated to providing clients with top-tier service and perform administrative tasks for our team.
Outside the office, I enjoy spending time with family and friends, making art, and hiking.