Nathan T. Farr, CFP®, MBA

nfarr@stifel.com

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:

• Provide income for life,
• Keep pace with inflation and taxes, and
• Weather the unpredictable costs and challenges of long-term care.

Having attained and maintained the CERTIFIED FINANCIAL PLANNER® certification, Nate 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.

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 nfarr@stifel.com to schedule a time to meet.

Parker Leisses

CFP

CFP

Senior Registered Client Service Associate

leissesp@stifel.com

6088283677

Parker earned a B.S. in Personal Finance and a Certificate in Entrepreneurship from the University of Wisconsin-Madison. He worked hard to deepen his understanding of the financial industry, successfully passing the Series 7, Series 63, and Series 65 exams. He has also earned the Certified Financial Planner^® designation. Parker is dedicated to applying his knowledge and experience while working closely with Nate to support clients and help them work towards achieving their financial goals. Outside of the office, he enjoys spending time with family, golfing, snowboarding, and weightlifting.

Mick Sakk

Client Service Associate

sakkm@stifel.com

6082419516

Mick earned a Bachelor of Science in Personal Financial Planning from the University of Wisconsin-La Crosse. As a Client Service Associate, he is dedicated to helping clients navigate their financial journeys while continuing to expand his industry knowledge. Mick is currently working toward becoming fully registered through the completion of industry licensing exams. In his free time, he enjoys staying active through running, skiing, pickleball, and golf.