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FINRA's BrokerCheck
(843) 706-6150
[email protected]
May River, South Carolina
May River, South Carolina
Image of yellow pole with signs on each side that read Calhoun Street and May River Road
Provide customized risk management strategies using common sense and reality-based planning methods. and, Leverage Stifel’s high-caliber research and capabilities.

Our Mission

Our mission is twofold:

  1. Provide customized risk management strategies using common sense and reality-based planning methods, and
  2. Leverage Stifel’s high-caliber research and capabilities.
As your personal financial advisors, we strive to deliver a transparent client experience aimed at building long-lasting relationships and creating strategies tailored to your financial needs.

Keeping You Informed

Stifel Insights

Dive into our latest articles, videos, podcasts, and more!

Market SightLines by Michael O'Keeffe

Sight|Lines

Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.

Podcast

Retirement Plans Quarterly

Retirement Plans Quarterly

The Retirement Plans Quarterly is a quarterly newsletter that covers various topics related to retirement plans.

Newsletter

Wealth Planning Newsletter

Wealth Planning Newsletter

The Wealth Planning Newsletter is a quarterly newsletter that covers topics related to wealth planning.

Newsletter

Market Perspectives Weekly

Market Perspectives Weekly

Market Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.

Whitepaper

Market Perspectives Monthly

Market Perspectives Monthly

Market Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.

Whitepaper

Market Perspectives Quarterly

Market Perspectives Quarterly

Market Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame

Whitepaper

Favorite 15

Favorite 15

Favorite 15 is a monthly collection of charts on the key topics impacting markets, in the view of Investment Strategy.

Whitepaper

Investment Strategy Brief

Investment Strategy Brief

Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.

Video

Allocation Insights

Allocation Insights

Wealth management insights from Stifel’s CIO Office.

Whitepaper

2026 Outlook Cover

2026 Outlook: Rewiring Growth

We are very pleased to share our Outlook 2026: Rewiring Growth. This year’s outlook is framed by a big question investors are being forced to answer in real time: How quickly will artificial intelligence become a measurable driver of productivity gains and earnings growth? Our theme for 2026 – Rewiring Growth – captures the idea that the drivers of economic expansion are being reconfigured, not only by technology, but also by policy choices, financing conditions, and a shifting global backdrop.

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Thank you for your interest! We hope you find our 2025 Outlook valuable.
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