#Stifel wealth tracker series#

Simplifying the process will certainly help you make timely and thoughtful decisions. I gladly do the administrative leg work for you. I am your first point of contact, here to help with the onboarding and client screening process. I care about what’s important to you and your family. Whether it’s an inheritance, rollover from your previous employer, setting up beneficiaries, or getting started with planning and seeking to protect your family’s legacy, my team will guide you through our simple processes and procedures. The staff will take care of all of your family’s wealth management experiences, from white glove client events to the small touches of responding to you in a timely and thoughtful manner.Īs a proud United States Air Force veteran and leader for the staff, I have gained extensive experience and insight in facilitating the outstanding client experience you deserve. Whether it’s paperwork or electronic communication with our investment community from Wall Street to Main Street, we have your family covered. My team and I will handle all of the personal touches. I am a proud community servant leader and will help ensure your transition to our practice is seamless and easy to navigate. Outside the office, I enjoy target shooting, vineyard tours, cooking classes, and when possible, extensive travel.īeing active in all parts of operations, I believe that my heart for people, family, and community give me the greatest purpose. It has been a privilege to have served on the Schertz City Council for 10 years.

I also earned the Accredited Asset Management Specialist ℠ designation, which identifies those individuals who have received specialized training in wealth management and risk mitigation strategies, tax-efficient investment strategies, and estate planning issues.

#Stifel wealth tracker series#

in Liberal Arts and hold Series 7, 63, and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). My commitment to you is the culmination of strong American values, extensive financial education, two decades of experience, and the genuine love of all people. I employ an established, careful process to create tailored strategies for families and local business owners. I truly care about what’s important to you and your family. We believe in the American Spirit and stand firm in our faith with that allegiance. We believe that when opportunity and preparation go hand in hand, hard work will be rewarded. My devoted wife, Mary, and I raised our family under the core values of duty, honor, country, and service to others above self. I’m a proud veteran of the United States Air Force and a proud father of four patriotic children.īoth of my sons graduated from the United States Military Academy, West Point, and I have a daughter that graduated from the United States Naval Academy at Annapolis, Maryland, and a daughter that is currently attending the United States Air Force Academy in Colorado Springs. I also believe in service to others, sacrifice of self, and a disciplined approach to life. I tie my success to my love for my community and the plan and process I use to help so many in my financial practice. I believe that my heart for people and drive to be a servant leader is why I became a financial advisor more than 20 years ago.