My investment career started in 1995, two years after graduating from East Carolina University.  I worked at Morgan Keegan for six years before moving to Century Securities Associates, now known as Stifel Independent Advisors, in 2002.

Working with a variety of clients, ranging from college and retirement savers to income-oriented and institutional clients is within our areas of expertise. I take full advantage of our equity research product, bond trading desks, various mutual fund areas, and other valuable resources to complete my role as a full-service financial advisor.

Stifel Independent Advisors and my experience can truly help you pursue your goals.  I believe that providing accessibility, delivering honest guidance, defining your time horizon, and creating a personalized diversification strategy are all essential elements to investment success. 

 


Diversification does not ensure a profit or protect against loss.