Our Team
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Steven L. Pratt, AIF®, APMA® Steven L. Pratt began his investment industry career in 1979. He specializes in wealth planning and asset allocation strategies for high-net-worth individuals and retirement plans. He helps clients develop plans designed for wealth accumulation and retirement income distribution through a conservative, consistent approach. Steve's investment process consists of seeking a thorough and continuous understanding of each client's goals, objectives, and risk tolerance levels. He carefully considers asset allocation and estate consequences before making any recommendations to his clients. A lifelong resident of Indiana, Steve earned a MBA from the Kelley School of Business at Indiana University. He attained the Accredited Investment Fiduciary® (AIF®) and Accredited Portfolio Management AdvisorSM (APMA®) designations and holds Series 7, 63, and 65 securities licenses, as well as life and variable insurance licenses. Active in the community, Steve is a past president and past board member of the Washington Township Schools Foundation and past board chair and current board member of the Jordan YMCA. Steve and his wife, Jane, have two grown children. He enjoys golfing, hiking, reading, and spending time with his grandchildren. |
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Teia E. Sebree, AIF®, APMA®, CDFA® Teia E. Sebree began her investment industry career in 1990 and specializes in all facets of family investment planning. Her investment management process consists of seeking a thorough and continuous understanding of each client's goals, needs, and risk tolerance levels. She carefully considers asset allocation and estate consequences before making any recommendations to her clients. She is experienced in planning for education, retirement, and the financial-related issues surrounding divorce. Teia is a lifelong resident of Indiana and attended International Business College in Indianapolis. She attained the Accredited Investment Fiduciary® (AIF®), Accredited Portfolio Management AdvisorSM (APMA®), and Certified Divorce Financial Analyst® (CDFA®) designations and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Teia enjoys spending time with family and friends. She enjoys cooking and entertaining, going to the movies, reading, and traveling to new places (especially if it is warm with a beach). Use of the CDFA designation does not imply that Stifel or its associates are acting as experts in this field, nor do Stifel or its Financial Advisors provide legal or mediation advice. The knowledge gained from attaining the designation helps the advisor better understand the divorce process in working with clients and their legal and tax advisors as it relates to the client's overall investment planning and wealth management.
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Montgomery Meeks, AAMS® Montgomery Meeks began his investment industry career in 2004 and joined the Endeavor Investment Group at Stifel in 2020. His investment process consists of seeking a thorough and continuous understanding of his clients' goals and risk tolerance levels. He carefully considers asset allocation and estate consequences before making any recommendations to his clients. Montgomery earned a B.A. from Butler University and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). He also attained the Accredited Asset Management SpecialistSM (AAMS®) designation from the College for Financial Planning. Active in the community, Montgomery is a member of Orchard Park Presbyterian Church and is a coach with Carmel Dad's Club. |
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Brad Ransom Brad Ransom began his investment industry career in 2005 and is dedicated to serving as his clients' personal financial resource. He strives to build long-term relationships based on mutual trust and respect, aligning all of his recommendations with his clients' financial goals. Through a long-term, balanced approach, he develops and implements strategies designed to help his clients' generate wealth and establish and pursue their financial goals. Brad earned a B.S. in Financial Planning from Ball State University. He began his professional career with American United Life, serving as a Pension Analyst for two years and then moved on to Ernst & Young, where he worked as a Tax Advisor for five years. He has worked in the Indianapolis area as a Financial Advisor since 2005 and joined Stifel's Endeavor Investment Group in 2020. Away from the office, Brad spends his free time with his two boys, Caleb and Ian, and his wife, Cynthia, who is a CPA. |
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Andrea L. Blassaras Andrea L. Blassaras began her career in customer service in 1998 and transitioned to financial services in 2006. As a Senior Registered Client Service Associate, she works closely with the other members of the Endeavor Investment Group to provide clients with outstanding support and service. She primarily works with our individual clients to provide the following: account establishment, account maintenance, account transfers, check requests, direct deposit, estate valuations, online access, processing paperwork, and trading, among many other client services. She also coordinates with the team's retirement 401(k)/403(b) plans and participants, recordkeepers, and third-party administrators as it relates to their accounts. Andrea is a life-long resident of Indiana and attended Ball State University and Indiana University Purdue University at Indianapolis (IUPUI). She holds Series 7 and Series 66 securities licenses. Her credentials bring a formidable knowledge base to the financial practices of the Endeavor Investment Group. In her free time, Andrea enjoys spending time with her family, friends, and pets. She loves to travel, attend concerts in the summer, is an avid reader, and has a great sense of humor. |
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Leslie A. Shaw Leslie A. Shaw began her career in financial services in 1991. As a Registered Client Service Associate, she works closely with other members of the Endeavor Investment Group to provide clients with outstanding support and service. She primarily works with our retirement 401(k)/403(b) plans and participants, recordkeepers, and third-party administrators to expedite reports, provide plan and participant paperwork, and assist participants with their accounts individually as needed. She also assists individual clients with account establishment, account maintenance, account transfers, direct deposit, check requests, and online access, among many other Leslie moved to Indiana after living in Germany and Utah. She attended the University of Utah and Indiana University Purdue University at Indianapolis (IUPUI). She holds Series 7 and 66 securities licenses and life, health, and variable insurance licenses. Her credentials bring a formidable knowledge base to the financial practices of the Endeavor Investment Group. Outside the office, Leslie enjoys spending time with her three daughters, watching movies, cooking, crafting projects, and reading. She is also a strong advocate for health and cancer screenings in memory of her husband, Randy.
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Stifel and its associates do not provide tax or legal advice. You should consult with your tax or legal advisor regarding your particular situation. Asset allocation does not ensure a profit or protect against loss.