Just a generation ago, planning for retirement was simple. 
Combining company pensions with Social Security benefits,
most employees could figure out how and when they could retire
comfortably.  Today, retirement planning isn't so simple.


That's why I offer a personalized approach to addressing the question that
has been asked by so many of my clients during our first meeting: 

 

“Am I saving enough to
enjoy my retirement years?


Leveraging my extensive experience and Stifel's robust resources,
I address a variety of retirement-related topics with my clients, including
custom retirement planning strategies, Social Security, and healthcare. 
I will also work with you to HELP YOU fund a loved one's college education
or invest to pursue a lifelong dream.