Stephen and Trissa

My Approach

Stephen offers a full range of products and services with a focus on developing individual retirement planning strategies.  With access to Stifel’s high-caliber resources – including research analysts and economic and market strategists – he is prepared to help you make informed recommendations based on your needs and risk tolerance.

Committed to delivering white glove service to his clients and their families, Stephen often works with multiple generations within the same family.  He also coordinates with his clients’ other advisors – such as CPAs or attorneys – to help ensure continuity and reinforce the family-focused experience.

Stephen prides himself on employing a simple and easy-to-understand fee structure.  Clients have a right to know exactly what they are paying and how it is computed.