We are a family operation.

Comprised of father-son pairings, father’s Scott and Duane each bring more than 30 years of experience.  Their sons, Sam and Christian, each bring innovative ideas and a technological prowess to stay on top of industry trends.  Our father-son dynamic allows for a seamless transition across generations and the ability to connect with clients regardless of age.  Scott and Duane love what they do and have no desire to retire anytime soon.

We listen to our clients and put their interests first, tailoring investment plans to their individual needs.
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Our Approach

“Do you know what investing for the long run but listening to market news every day is like? It's like a man walking up a big hill with a yo-yo and keeping his eyes fixed on the yo-yo instead of the hill.”

— Alan Abelson

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Connect with Us

We look forward to hearing from you and discussing your financial goals.

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Stifel Wealth Tracker

View your accounts, analyze investments, and access exclusive market updates, research, and more.

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Living Expense Worksheet

Calculate your living expenses.


By the Numbers

Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

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1890 The Year We Were Founded

and we're still going strong.

2,300 Financial Advisors

Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.

As of December 31, 2022.