Endeavor Investment Group

We have been working with individuals and businesses in the area for several years.  Each of our financial advisors have extensive personal and professional experience, and many hold various professional designations.  Qualified representatives are licensed to sell a variety of investment and insurance products.

Endeavor Investment Group

Steven L. Pratt, AIF®, APMA® Senior Vice President/Investments

Steven L. Pratt, AIF, APMA

Senior Vice President/Investments

Steven L. Pratt began his investment industry career in 1979.  He focuses on wealth planning and asset allocation strategies for high-net-worth individuals and retirement plans.  He helps clients develop strategies designed for wealth accumulation and retirement income distribution through a consistent approach.  Steve’s investment process consists of seeking a thorough and continuous understanding of each client’s goals, needs, and risk tolerance levels.  He carefully considers asset allocation and estate consequences before guiding his clients in a specific direction.

A lifelong resident of Indiana, Steve earned a B.S. and an MBA from the Kelley School of Business at Indiana University.  He attained the Accredited Investment Fiduciary® and Accredited Portfolio Management Advisor™ designations and holds Series 7, 63, and 65 securities licenses, as well as life and variable insurance licenses (including annuities).

Active in the community, Steve is a past president and past board member of the Washington Township Schools Foundation and past board chair and board member of the Jordan YMCA.  Steve and his wife, Jane, have two grown children.  Outside the office, he enjoys golfing, hiking, reading, and spending time with his grandchildren.

Asset allocation does not ensure a profit or protect against loss.

Teia E. Sebree, AIF®, APMA®, CDFA® Vice President/Investments

Teia E. Sebree, AIF, APMA, CDFA

Vice President/Investments

Teia E. Sebree began her investment industry career in 1990 and specializes in a variety of facets of family investment planning.  Her investment 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 providing any guidance 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®, Accredited Portfolio Management Advisor™, and Certified Divorce Financial Analyst® designations and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including long-term care and annuities).

Teia is married and has two adult children and two bonus adult children.  She and her husband have three fur babies – two dogs (Bentley & Beamer) and a cat (Lucy).  She enjoys spending time with family and friends. She also enjoys cooking and entertaining, going to the movies, reading, and traveling to new places (especially if it is warm with a beach).

Asset allocation does not ensure a profit or protect against loss. 

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.

Montgomery H. Meeks, AAMS® First Vice President/Investments

Montgomery H. Meeks, AAMS

First Vice President/Investments

Montgomery H. 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 guiding his clients in a specific direction.

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 Specialist™ designation from the College for Financial Planning.

Active in the community, Montgomery is a member of Orchard Park Presbyterian Church. 

Asset allocation does not ensure a profit or protect against loss.

Brad A. Ransom, AAMS® First Vice President/Investments

Brad A. Ransom, AAMS

First Vice President/Investments

Brad A. 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 his guidance with his clients’ specific needs.  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, Finance 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.

Andrea L. Blassaras Senior Registered Client Service Associate

Andrea L. Blassaras

Senior Registered Client Service Associate

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, account review preparation, money movement, processing paperwork, and trading, among many other client services.  She also coordinates with the team’s retirement 401(k)/403(b) plans and participants, record keepers, and third-party administrators as it relates to their accounts.

Andrea is a lifelong resident of Indiana and attended Ball State University and Indiana University Purdue University at Indianapolis (IUPUI).  She holds Series 7 and 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.

Leslie A. Shaw Senior Registered Client Service Associate

Leslie A. Shaw

Senior Registered Client Service Associate

Leslie A. Shaw began her financial services career in 1991.  As a Senior Registered Client Service Associate, she works closely with other members of the Endeavor Investment Group to provide clients with outstanding support and service.  She works with our retirement 401(k)/403(b) plans and participants, record keepers, 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, money movement, account paperwork, and trading, among many other client services.

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, as well as life, health, and variable insurance licenses (including annuities). 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.

Kate Holte

Kate E. R. Holte

Client Service Associate

Kate E. R. Holte began her financial services career in 2009.  As a Client Service Associate, she works closely with other members of the Endeavor Investment Group to provide clients with outstanding support and service.  She 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, money movement, and account paperwork, along with many other client services.

Kate earned a B.A. in English from the University of Richmond.  She began her professional career with OneAmerica Financial in California and moved to Indiana in 2016.  Her credentials bring a formidable knowledge base to the financial practices of the Endeavor Investment Group.

Outside the office, Kate enjoys spending time with her husband, three young children, and two dogs.