Our Approach
If you want to go fast, go alone, if you want to go far, go together.” – African proverb
Taking a conservative approach to investing, Steven, Teia, Brad, and Montgomery combine their areas of specialization to provide personalized services to a broad range of clients.
Steven's Focus
Using fee-based models, Steve's investment approach involves recommending investment strategies through six different risk profiles.
Once an appropriate risk profile is established, Steve recommends a long-term investment strategy tailored to your specific needs. Steve understands how quickly your goals can change and assesses your risk profile accordingly through quarterly reviews.
Teia's Focus
Teia enjoys working with high-net-worth families by helping them organize their assets and liabilities. She believes every piece of your puzzle is important and it all should be strategically pieced together to form a complete view of your wealth management plan.
Primarily working with high-net-worth families, successful single females, and divorcees, Teia utilizes a value approach during the investment selection process with the goal of minimizing downside risk.
Brad's Focus
Brad specializes in developing tailored estate planning strategies and focuses on keeping up to date on the ever-changing tax law landscape. He addresses pertinent topics to establishing your estate plan, including preserving the value of your estate, maximizing what you transfer to beneficiaries, and minimizing your estate transfer taxes.
Additional areas of focus include, mutual fund analysis, investment plan construction, annuity analysis, and income distribution planning strategies.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Montgomery's Focus
Montgomery helps the team's institutional clients manage key aspects of their business planning needs, such as ownership, liquidity, and developing opportunities. He will also review their employee benefits, including retirement, stock incentive plans, nonqualified deferred-compensation plans, and employee-retention strategies.
Our Associates
Our internal support team is comprised of Registered Client Services Associates Andrea Blassaras and Leslie Shaw. With nearly 30 years of combined financial services experience, each enjoys getting to know our clients and assisting them with a variety of account-related needs, including online access, fund requests, trades, account documentation, research reports, and more.
Don't go it alone or with a robo advisor – let our team go to work for you!