Our Mission

Our mission is to know and understand our clients with the goal of helping them make sound financial decisions based on trusted guidance and personalized service.

 

Team photo

 

Helping Investors Like You Plan For the Future

With more than 85 years of combined investment industry experience, we are dedicated to assisting our clients in pursuing both their short- and long-term financial goals. Let us help you start planning now for the future.   Backed by Stifel's high-caliber resources, we are fully committed to and invested in our clients.  We take great pride in working for a firm that believes – as we do – that clients' interests should come first.

 

 


Named to 2020 Forbes' Best-In-State Wealth Advisor
 
Paul A. Schluckebier

Paul A. Schluckebier
Managing Director/Investments

 

We congratulate Paul on being named for the third year in a row to Forbes' Best-In-State Wealth Advisors list*.  The list spotlights more than 4,000 top-performing advisors selected from a pool of 32,000.  Advisors were nominated by their firms then researched, interviewed, and assigned rankings within their respective states. 

 

*Forbes “Best-In-State Wealth Advisors,” January 16, 2020, February 21, 2019, and February 15, 2018. Advisors in the Best-In-State Wealth Advisors list are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors.  Qualifying advisors met the following basic requirements: a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record.  The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys; service models, investing process, client retention, experience levels, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms.  Investment performance is not a criterion.  Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking.  The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance.  Forbes is a registered trademark of Forbes, Inc.  All rights reserved.