We are an SEC Registered Investment Adviser and Insurance Agency providing investment management services and insurance to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities.

Presenting Sponsor of Diverse Taste of Rogers and Silver Sponsor of 100th Annual Celebration of Business & Community 

Presenting Sponsor of Diverse Taste of Rogers and Silver Sponsor of 100th Annual Celebration of Business & Community 

Investment Brokerage

We offer a unique variety of financial services. Whether you are just getting on track with a budget, fine tuning your legacy, or one of the many steps in-between; we can help!

Stifel provides securities brokerage, investment banking, trading, investment advisory, and related financial services through its wholly owned subsidiaries to individual investors, professional money managers, businesses, and municipalities.

We offer numerous investments & services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations & protecting your assets. Please contact me for more information.

Custom-tailored financial solutions for your personal goals including: wealth strategies, entrepreneurs & business owners, tax strategies, retirement savings, estate & legacy planning, life & longterm care insurance & annuities.

We offer numerous investments & services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations & protecting your assets. Please contact me for more information.