Our Core Values


Our core values shape the structure of our practice:

Prudent Judgment

Creating and helping you manage intergenerational wealth is a profound responsibility that requires prudent judgment. 

We seek to help our clients by:

  • Providing unbiased, honest guidance;
  • Mitigating downside risk; and
  • Seeking out the facts before we offer an opinion.


Our job is to stay knowledgeable in an ever-changing market landscape and educate you on the wealth management concepts you want to learn and we believe are important.                                                             

During our consultative process, we will:

  • Communicate the difference between what is appropriate versus what is popular at the moment;
  • Take the time to explain the markets and your investments in simple language; and
  • Create realistic expectations during market fluctuations.


We strive for trustworthiness and honesty in every aspect of our practice by:

  • Fully disclosing the risks and value (including fees) of investment programs and strategies;
  • Maintaining confidentiality regarding personal and business matters; and
  • Remaining objective and putting your interests first.


A key element to maintaining a high standard of service is our ability to be innovative and creative. 

We deliver innovation by:

  • Providing comprehensive products and services, not cookie-cutter solutions;
  • Combining a human touch with technological insights; and
  • Using the most advanced tools available.


You should expect more for your money.  And we strive to deliver a service that meets and exceeds your expectations.

Our value is created by:

  • Developing and implementing strategies designed to create and mitigate risk to your intergenerational wealth;
  • Working closely with your tax, legal, and other professionals as agreed to by you; and
  • Taking into consideration which service model we reasonably believe to be in your best interest, whether it's fee-based through advisory services or transactional through brokerage services.


Advisory Services
For more details, including costs, please refer to Stifel's Form ADV Part 2A, Wrap Disclosure Brochure, available on our website at www.stifel.com/disclosures/investment-advisory-services/ program-disclosures, for detailed information about the fees and expenses that clients incur in connection with Stifel's investment advisory programs and to Stifel's Form CRS, available at www.stifel.com/CRS.

Non-Advisory Products (Brokerage Services)
For more details, including costs, please refer to Stifel's Relationship Guide at www.stifel.com/relationshipguide and to Stifel's Form CRS, available at www.stifel.com/CRS.


We pride ourselves on employing a simple and easy-to-understand fee structure.  You have a right to know exactly what you are paying and how it is computed.