Cemetery Endowment and Preneed Investment Planning

I provide prudent, comprehensive investment planning services and personalized guidance for cemetery and funeral home professionals.  Keeping current with State Code regulations, I have extensive experience working in the death care industry for nearly 30 years.  I currently am managing more than 35 Endowment & Preneed Trusts throughout California.  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 reviews
• 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 a member of the California Association of Public Cemeteries (CAPC), California Special Districts Association (CSDA), Cemetery and Mortuary Association of California (CMAC), and International Cemetery, Cremation and Funeral Association (ICCFA).

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

Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (collectively 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.