Our Approach

Is it possible to build a house without a blueprint? Technically, we suppose it is ... but it would take longer, more mistakes would be made, and the end result would probably not be as good as it could have been had it been a well-executed plan.

Would you be willing to build that house without a contractor, electrician, plumber, etc.? Those with specialized expertise that live and breathe their craft – there is something to be said for the wealth of experience they bring to the table to help ensure that the end result meets your expectations.

The very same notion holds true about your financial house. That is what our team does – we put together a blueprint for your financial life, and not only do we help you see it through, but we listen to you and help modify the blueprint along the way as life causes us to make adjustments.

We will review your blueprints with you as you experience various life events, big and small, so that modifications can be made and new decisions can be implemented to keep your blueprint aligned with your short- and long-term goals.

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

Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (collectively Stifel Banks).  Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (collectively Stifel Trust Companies).

Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, Stifel Trust Company, N.A., and Stifel Trust Company Delaware, N.A.  All are wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE.  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 or Stifel Trust Companies, are not guaranteed by Stifel Banks and Stifel Trust Companies, and are subject to investment risk, including possible loss of the principal.  Neither Stifel Banks, Stifel Trust Companies, nor affiliated companies provide legal or tax advice.