My investment strategies are most appropriate for families with $250,000 of investable assets. However, I will work with families who are invested in my process, willing to do the work, and coachable; even if they do not have a lot to start. My grandfather guided me when I was younger, and I want to do the same to help younger investors get started on a lifetime of consistent investing. I believe my clients value the guidance I give them and the personal touches that we add in our office, along with how I help them navigate their financial journey. I generally deal with families that have more complex issues, such as estate and tax planning, business owners and farmers, and those who are just overwhelmed by the thought of handling finances on their own.

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