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I knew I had an entrepreneurial spirit, and being a financial advisor allows me the freedom to work for my clients on a schedule that serves both. Having started in the financial industry nearly 25 years ago, I credit the first firm that hired me with providing a thorough training program and a manager who believed I could succeed.
After 10 years, I moved to Stifel through its 2007 acquisition of Ryan Beck & Co. Stifel supports an entrepreneurial culture and provides me the flexibility to do what is right for investors, whether they are individuals, families, businesses, or corporate retirement accounts.
Talk with me today to see how I can help you.