Lamar has been helping corporate executives, business owners, and wealthy families develop and implement creative financial strategies for more than 20 years.  He began his career with Merrill Lynch in 1997 and joined the team at Stifel in 2020.  He is committed to his clients’ long-term financial goals and brings a highly personalized, comprehensive planning approach to each and every relationship.

As a portfolio manager in Stifel’s Solutions Program, Lamar manages assets on a discretionary basis using a pre-screened investment approach.  This enables him to quickly react to market conditions when implementing his clients’ investment strategies.  The result is customized investment management, with strategies tailored to his clients’ specific needs or objectives.

Lamar earned a B.A. in Political Science from Rice University and holds the CERTIFIED FINANCIAL PLANNER™ certification through the College for Financial Planning.

Outside the office, Lamar volunteers his time coaching various youth sports in the Houston area and enjoys playing tennis and golf when time permits.  He has called Houston home for more than 40 years and lives here with his wife and three children.

The Solutions program requires a minimum investment, which varies by strategy.  Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program.  Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio.  You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.