Mission Statement

Ibis Flying In Sky

In a world full of change, our goal is to cut through the clutter, confusion, and complications, and bring appropriate strategies. 

Our objective is to add value to your life –
not just to your balance sheet. 
Let us play that valuable role in your life.

We endeavor to simplify their financial lives with customized strategies. 
We assist them in seeking the necessary income to sustain the lifestyle they deserve now and in retirement.  We guide them during volatile markets and uncertain political-economic-social periods, and we help them build a legacy for the ones they love and the things they care about.  We assist them in making informed decisions about their money and the growth and protection of their estates. 


Stifel and its associates do not provide legal advice.  You should consult with your legal advisor regarding your particular situation.