“Never resist a temporary inconvenience if it results in a permanent improvement.”
- H. Jackson Brown, Jr.

Who We Serve

We serve individuals and families – all with various account sizes.  When working with us, you can expect open and honest communication.  We will walk with you as you pursue your financial goals and strive to give you the client experience you have come to expect and deserve.

As portfolio managers in Stifel’s Solutions Program, both Gregory and Michael adapt strategies designed to create real-time results for clients who choose discretionary management.  In order to manage investment portfolios for clients on a discretionary basis through Stifel’s Solutions Program, both have met specialized criteria, including sustained tenure in the investment industry, a well-developed investment philosophy and process, and experience in managing portfolios on a discretionary basis. 

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.

Our Relationship

When building a relationship with a client, we will first get to know you.  We hope to discover a better understanding of your financial situation to learn more about you on a personal level:  your family, outlook on life, likes and dislikes, hobbies, health history, etc.  Things that are near and dear to you are also important to us – this allows us to offer the best possible guidance.  Only when we truly understand your wants and needs will we develop a wealth management plan with customized strategies designed to help you manage, build, and preserve your wealth across generations.   

To maintain and grow the relationship, we work hard to be trustworthy, available, candid, deep thinking, innovative, and resourceful.  We believe that a well-rounded financial advisor is of great value in your everyday decision-making.  This helps to expand your trust and, consequently, our relationship.

Our Meetings

Most clients prefer to meet with us semi-annually, either in person or via phone.  During these meetings, we will review your goals and objectives, help you understand past, current, and future market conditions, and analyze your current wealth management plan to see if adjustments are necessary.  It is important to make sure that your plan is on track to pursue your financial goals.