Special Districts Services

Special District and Non-Profit Investment Planning
I work closely with general managers and the board of trustees of special districts, cities, and nonprofit organizations. My priority is to help ensure my clients’ portfolios are closely aligned with the investment policy statement and are in compliance with the ever-changing regulatory environment. After assessing my clients’ needs and objectives, I seek to ensure best practices, including:

  • Investment Policy Statement Reviews
  • Asset management
    • Cash management/cash alternatives
    • Advisory portfolio management
    • Quarterly review discussions
  • Banking and financing through Stifel Bank
  • Retirement planning services/401(k) plans/SIMPLE and SEP IRAs
  • Succession planning and exit strategies

I am an active member of the California Special District Association.


Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

Lending services for clients of Stifel, Nicolaus & Company, Incorporated are performed exclusively by Stifel Bank and Stifel Bank & Trust (Stifel Banks). Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.