About Me

Experience and Insights
Throughout his nearly 30 years of working with clients and their portfolios, Steve has found the more his clients understand the markets, what they own, and why they own it, the less likely they are to make emotional decisions that may deter them from pursuing their long-term goals. He leverages his experience in these areas to help his clients avoid following the herd. Investing should be enjoyable and can be a key element of long-term success when it’s conducted in a rational, common-sense manner.

Steve began his investment industry career in 1995 and joined Stifel in 2020. Prior to Stifel, he was a Senior Vice President/Investments at UBS Financial Services and a Vice President/Investments at Morgan Stanley.

Process and Focus
Primarily working with affluent families, high-net-worth individuals, and corporate executives, Steve is committed to delivering the high-touch service they expect and deserve. During client consultations, his goal is to create an open environment for in-depth conversations surrounding finances, retirement, and the importance of building and maintaining a legacy for future generations. Customized wealth management plans will set the framework for informing and guiding clients as the situation changes throughout their and their family’s lifetime.

For corporate executives, he leverages Stifel’s vast resources to support a full range of retirement planning services, including SEP IRAs, SIMPLE IRAs, 401(k) plans, profit sharing plans, defined benefit plans, investment banking, lending, and business succession plans.

For clients who choose discretionary advisory services, Steve leverages the Stifel Solutions Program to adapt strategies designed to combine customized investment management with the ability to quickly react to market conditions.

Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (collectively Stifel Banks). Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.

The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.