Meet Our Team
Nathan T. Farr
Nathan T. Farr, CFP®, MBA
Nathan T. Farr, CFP®, MBA
6088283663
Nathan Farr joined Stifel upon the firm's acquisition of Zeigler Wealth Management in 2018.
Nate periodically reviews your investment portfolio with you and designs wealth management plans that seek to:
Nate earned a Master of Business Administration from W.P. Carey School of Business at Arizona State University and a Bachelor of Business Administration from University of Wisconsin – Madison in Business: Finance, Investment & Banking.
Nate welcomes the opportunity to sit down and discuss your needs and goals. Please contact him by phone at (608) 828-3663 or via e-mail at [email protected] to schedule a time to meet.
Nate periodically reviews your investment portfolio with you and designs wealth management plans that seek to:
- Provide income for life,
- Keep pace with inflation and taxes, and
- Weather the unpredictable costs and challenges of long-term care.
Nate earned a Master of Business Administration from W.P. Carey School of Business at Arizona State University and a Bachelor of Business Administration from University of Wisconsin – Madison in Business: Finance, Investment & Banking.
Nate welcomes the opportunity to sit down and discuss your needs and goals. Please contact him by phone at (608) 828-3663 or via e-mail at [email protected] to schedule a time to meet.
Cassandra J. Meixelsperger
CFP
CFP
Financial Advisor
6088283662
Credentials
Casey earned a B.B.A. in Finance from University of Wisconsin-Oshkosh in 2004 and a B.A. in Accounting from Lakeland College in 2013. In addition, she holds Series 7 and 66 securities licenses.
Having earned the CERTIFIED FINANCIAL PLANNER™ certification, Casey has met the experience requirements of the CFP® Board, has successfully completed financial planning coursework, and has passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
Experience
Casey began her investment industry career in 2004 and joined Stifel in 2018 from the firm’s acquisition of Ziegler Wealth Management. Prior to joining Ziegler, she gained extensive finance and corporate accounting experience at Filbrandt Investment Advisors, Great Lakes Higher Education, and PFS Investments.
Casey understands decisions around money can be emotional, overwhelming, and time consuming. Leveraging her broad education and experience, she is able to help clients plan for their financial future in various phases of life and can create a wealth management plan that lays out a foundation and helps keep clients on a path toward their goals.
Through Stifel, Casey is able to offer wealth management services to individuals, families, trustees, and businesses, including banking, lending, trust, insurance, investment, and asset management.
Process
The first step to beginning the client relationship is to develop an understanding of their unique financial needs.
After client needs are established, Casey will determine the level of care that is appropriate for each client’s unique situation. This allows the client to decide, and for Casey to understand, how he or she may want to engage in the investment and planning process.
Once the scope of the relationship is set, Casey will work through the next steps of creating a comprehensive wealth management plan. As life changes, she will continue to work together with her clients to make any needed adjustments to help them continue toward their goals.
Please contact Casey today via e-mail at [email protected] or by calling toll-free at (888) 226-2213.
Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (collectively Stifel Banks). Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (collectively Stifel Trust Companies).
Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, Stifel Trust Company, N.A., and Stifel Trust Company Delaware, N.A. All are wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. 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 or Stifel Trust Companies, are not guaranteed by Stifel Banks and Stifel Trust Companies, and are subject to investment risk, including possible loss of the principal. Neither Stifel Banks, Stifel Trust Companies, nor affiliated companies provide legal or tax advice.
Casey earned a B.B.A. in Finance from University of Wisconsin-Oshkosh in 2004 and a B.A. in Accounting from Lakeland College in 2013. In addition, she holds Series 7 and 66 securities licenses.
Having earned the CERTIFIED FINANCIAL PLANNER™ certification, Casey has met the experience requirements of the CFP® Board, has successfully completed financial planning coursework, and has passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
Experience
Casey began her investment industry career in 2004 and joined Stifel in 2018 from the firm’s acquisition of Ziegler Wealth Management. Prior to joining Ziegler, she gained extensive finance and corporate accounting experience at Filbrandt Investment Advisors, Great Lakes Higher Education, and PFS Investments.
Casey understands decisions around money can be emotional, overwhelming, and time consuming. Leveraging her broad education and experience, she is able to help clients plan for their financial future in various phases of life and can create a wealth management plan that lays out a foundation and helps keep clients on a path toward their goals.
Through Stifel, Casey is able to offer wealth management services to individuals, families, trustees, and businesses, including banking, lending, trust, insurance, investment, and asset management.
Process
The first step to beginning the client relationship is to develop an understanding of their unique financial needs.
After client needs are established, Casey will determine the level of care that is appropriate for each client’s unique situation. This allows the client to decide, and for Casey to understand, how he or she may want to engage in the investment and planning process.
Once the scope of the relationship is set, Casey will work through the next steps of creating a comprehensive wealth management plan. As life changes, she will continue to work together with her clients to make any needed adjustments to help them continue toward their goals.
Please contact Casey today via e-mail at [email protected] or by calling toll-free at (888) 226-2213.
Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (collectively Stifel Banks). Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (collectively Stifel Trust Companies).
Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, Stifel Trust Company, N.A., and Stifel Trust Company Delaware, N.A. All are wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. 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 or Stifel Trust Companies, are not guaranteed by Stifel Banks and Stifel Trust Companies, and are subject to investment risk, including possible loss of the principal. Neither Stifel Banks, Stifel Trust Companies, nor affiliated companies provide legal or tax advice.
Parker Leisses
Client Service Associate
6088283677
Parker earned a B.S. in Personal Finance as well as a Certificate in Entrepreneurship from the University of Wisconsin-Madison. He works hard to improve his understanding of the financial industry. An integral member of the team, Parker is responsible for providing top-tier client service and assisting the team with administrative duties.