I'm a financial advisor with Stifel, Financial, a full-service wealth management, investment banking,and investment advisory firm. I believe it's important to gain a deep understanding of what you are working toward before providing any type of advice. I do this through an extensive discovery process, which involves gathering relevant financial information, determining your goals, examining current financial status, and formulating a plan for how to work toward goals given the current situation and future plans.If you would like a second opinion on your portfolio, please contact me at (636) 530-6644.