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Trust is hard to earn and easy to lose.

Holistic Approach

Our team is in this for the long run.  Our relationships are open and honest in letting you know exactly what you are getting.  We will clearly state our costs, risks, and possible planning outcomes and provide straightforward guidance.  We feel that this is our role as your financial advisor.  

We treat our clients as if they were our family members, serving multiple generations of clients, often working with parents, children, and grandchildren within the same family.  We build relationships across multiple generations based on trust, transparency, and integrity. 

Both Jay and Tracy attained the CFP® certification because they felt it was the best way to serve their clients. The CERTIFIED FINANCIAL PLANNER™ certification identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas:

  • The financial planning process
  • Risk management
  • Investments
  • Tax planning and management
  • Retirement and employee benefits
  • Estate planning
  • Investments

CFP® certificants also agree to meet ongoing continuing education requirements

Focusing on Sustainable Investing
We also focus on socially responsible investments, incorporating environmental, social, and governance (ESG) factors into the recommendations we make.  This approach seeks to help mitigate risk while seeking to generate sustainable, long-term returns.

Leveraging Stifel's Resources
We leverage Stifel's nearly 130 years of experience and have access to the firm's incredible intellectual capital, including our investment strategy group and wealth planning professionals, as well as, structured investments and portfolio management teams, to serve your vast and unique needs.