Meet Our Team
Nathan T. Farr
Nathan T. Farr, CFP®, MBA
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:
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.
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 nfarr@stifel.com to schedule a time to meet.
Cassandra J. Meixelsperger
CFP
CFP
Financial Advisor
cmeixelsperger@stifel.com
6088283662
My Purpose
To guide clients through the complexities of planning for their financial future at every stage of life, empowering them to pursue their goals with clarity and confidence.
What I Offer
Through Stifel’s financial planning resources, I provide comprehensive financial planning to individuals, families, and business owners, taking into consideration their unique situation, risk tolerance, and goals to ensure a holistic approach to helping them with financial decisions.
My approach is centered on trust, collaboration, and clear communication. My process is designed to ensure each plan is detailed, actionable, and flexible to adapt to changes in my clients’ situations and covers seven key areas:
Having earned the CERTIFIED FINANCIAL PLANNER® certification, I have met the experience requirements of the CFP Board and 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.
With 15 years of experience in the investment industry, I joined Stifel in 2018 after the firm’s acquisition of Ziegler Wealth Management. Through my work, I have helped clients navigate market volatility, pursue their long-term financial goals, and build their legacies.
Let's Connect
I would be happy to discuss how we can begin planning for your financial future. Feel free to contact me at cmeixelsperger@stifel.com or (608) 241-9516.
About Stifel
At Stifel, we have established ourselves as one of the nation’s leading wealth management and investment banking firms. Established in 1890, our company provides a comprehensive portfolio of financial services designed to address the varied needs of a broad range of investors.
Our Philosophy
Our philosophy on investing is based upon a tradition of trust, understanding, and solid, studied advice. We feel success is rooted in personal, professional, and peerless service to the client. A finely honed support system exists within our company to fortify our associates with the insight and ability necessary to address clients’ objectives.
We stand firm in our belief that we are a family comprised of our clients and our associates. We believe that by placing our clients’ interests first, they prosper. When our clients prosper, the firm succeeds. The success of our clients will always precede the success of the company.
We strive to remain the advisor of choice by consistently providing quality advice and by attracting and retaining experienced professionals who foster a culture of unconfined, long-term thinking.
Asset allocation and diversification do not ensure a profit or protect against loss. Stifel and its associates do not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
To guide clients through the complexities of planning for their financial future at every stage of life, empowering them to pursue their goals with clarity and confidence.
What I Offer
Through Stifel’s financial planning resources, I provide comprehensive financial planning to individuals, families, and business owners, taking into consideration their unique situation, risk tolerance, and goals to ensure a holistic approach to helping them with financial decisions.
My approach is centered on trust, collaboration, and clear communication. My process is designed to ensure each plan is detailed, actionable, and flexible to adapt to changes in my clients’ situations and covers seven key areas:
- Retirement Planning: Whether clients are just starting to save or are nearing retirement, I provide strategies designed to help optimize their retirement readiness.
- Wealth Management and Investment Planning: I offer personalized investment guidance, helping clients make informed decisions surrounding asset allocation, diversification, and wealth-building strategies.
- Tax Planning: Tax planning strategies are critical in the pursuit of maximizing wealth. I help clients identify opportunities to potentially reduce their tax burden and implement tax-advantaged investing and retirement planning strategies.
- Insurance and Risk Mitigation: Protecting assets and loved ones is crucial. I provide guidance on life insurance, long-term care, and other risk mitigation tools that may help safeguard a client’s financial future.
- Estate Planning Strategies: Estate planning is an essential part of creating a legacy. I take into consideration strategies for gifting, strategies designed to help minimize estate taxes, and strategies for transferring wealth according to my clients’ wishes.
- Cash Management: I assist clients in creating strategies for managing debt with the goal of improving their financial health.
- Cash Flow and Budgeting: I help clients create effective budgets to potentially improve their cash flow management. By monitoring expenses and optimizing income allocation, clients can better save, invest, and work toward their financial goals.
Having earned the CERTIFIED FINANCIAL PLANNER® certification, I have met the experience requirements of the CFP Board and 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.
With 15 years of experience in the investment industry, I joined Stifel in 2018 after the firm’s acquisition of Ziegler Wealth Management. Through my work, I have helped clients navigate market volatility, pursue their long-term financial goals, and build their legacies.
Let's Connect
I would be happy to discuss how we can begin planning for your financial future. Feel free to contact me at cmeixelsperger@stifel.com or (608) 241-9516.
About Stifel
At Stifel, we have established ourselves as one of the nation’s leading wealth management and investment banking firms. Established in 1890, our company provides a comprehensive portfolio of financial services designed to address the varied needs of a broad range of investors.
Our Philosophy
Our philosophy on investing is based upon a tradition of trust, understanding, and solid, studied advice. We feel success is rooted in personal, professional, and peerless service to the client. A finely honed support system exists within our company to fortify our associates with the insight and ability necessary to address clients’ objectives.
We stand firm in our belief that we are a family comprised of our clients and our associates. We believe that by placing our clients’ interests first, they prosper. When our clients prosper, the firm succeeds. The success of our clients will always precede the success of the company.
We strive to remain the advisor of choice by consistently providing quality advice and by attracting and retaining experienced professionals who foster a culture of unconfined, long-term thinking.
Asset allocation and diversification do not ensure a profit or protect against loss. Stifel and its associates do not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Parker Leisses
Registered Client Service Associate
leissesp@stifel.com
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.