1890 The Year We Were Founded
and we're still going strong.
My Approach
Your Goals, My Priority
I take a personalized approach to wealth management. One that involves understanding your financial goals, what motivates you, and how you picture your legacy. My goals-based approach seeks to find appropriate financial strategies that are built specifically to your unique, ever-changing situation.
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FOUR YEARS IN A ROW
#1 Wealth Management Firm For Employee Advisor Satisfaction
Based on the results of the JD Power 2026 U.S. Financial Advisor Satisfaction Study℠.
For JD Power 2026 award information, visit jdpower.com/awards. Compensation provided for using, not obtaining, the award.
Learn MoreFor JD Power 2026 award information, visit jdpower.com/awards. Compensation provided for using, not obtaining, the award.
Stifel
By the Numbers
Put simply, Stifel is a growth company. Since our founding in 1890, Stifel has grown to become one of the nation’s largest wealth management firms, ranking No. 7 in terms of number of financial advisors.
Learn More About Stifel$5.5 Billion in Net Revenue
in 2025.
As of December 31, 2025.
Stay Informed
Latest News
Read, watch, or listen to our timely investor insights.
Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Podcast
Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
Whitepaper
Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Podcast
Conversations with Michael O'KeeffeStifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.
Podcast
Sight|Lines VideoSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.
Video
- Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Video