Collectively, we bring more than 100 years of experience in assisting individuals and businesses as they navigate through the questions and challenges that come about in all stages of life and business.
One of the many common threads that each person on our team shares is our passion for what we do. Each of us feels as though we have found our calling in life, and we feel so fortunate to be able to come into our office each day to do what we love – to serve as your financial guide.
Randy’s interest in the stock market started when he and his dad would read the Sunday newspaper every weekend. After Randy thoroughly reviewed the comics section, he and his dad would review the stock market page together. This weekly tradition soon became Randy’s passion as he decided to pursue and ultimately graduate with a B.S. in Management with a Minor in Accounting from Indiana State University.
Eager to take his first securities license exam after graduating, Randy was disappointed to find out he was too young – he had to wait until he was age 21 to become a registered financial advisor. However, this provided him an opportunity to serve as an Assistant Manager with Jewel Osco. Once he turned 21, Randy passed the Series 7 exam and became an investment broker for a small firm in downtown Hammond. He has been in the industry ever since.
Passionate about the importance education can play in the community, Randy remains an engaged alumnus at Indiana State University. He has previously served on the University’s board of trustees and the finance committee for Indiana State University. Currently, Randy is an active member of the investment committee for the Indiana State University Foundation.
Outside the office, Randy enjoys spending time with his wife, Nancy, and his three adult children, four wonderful grandchildren, and seven dogs. He also enjoys traveling to Hawaii, fishing, and collecting coins.
Shawn began his investment industry career in 1998 and joined Stifel in 2017. He has enjoyed watching the stock market ever since he was young. During his senior year at Crown Point High School, Shawn realized the passion he had for investing and portfolio construction. While taking an economics class, he was assigned to pick a stock to track and follow throughout the school year – this is when he discovered what he was meant to do.
Shawn earned a B.S. in General Management with a concentration in Finance from Purdue University. He also graduated from the Financial Planning certificate program from DePaul University. Shawn holds Series 6, 7, 63, and 66 securities licenses, as well as life and variable insurance licenses. He also attained the CERTIFIED FINANCIAL PLANNER® certification.
Shawn believes that asset allocation through diversification is a key component to investment success. He also employs a tactical approach that doesn’t just focus on the long term but can be adjusted for current opportunities in the market. He is a hands on, resourceful, and educational financial advisor who will help ensure your financial picture is thoroughly assessed.
Outside the office, Shawn enjoys spending time with his wife and two children.
Elisha began her investment industry career in 2003 and joined Stifel in 2017. For as long as she can remember, she has always wanted to work with numbers. She did several internships to figure out what she would most enjoy, and after completing a wealth management internship, it all clicked into place. She loves using numbers to help people enjoy their lives.
When she was a little girl, Elisha would sit with her grandpa while he read The Wall Street Journal almost every day. After he passed away, his estate plan was not properly addressed, causing a plethora of interfamily disagreements. This experience contributed to her passion for helping clients work through their unique estate planning issues. This includes engaging with her clients’ estate planning attorneys to help ensure she maintains a well-rounded perspective of her clients’ wealth management picture.
Elisha earned a B.S. in Finance from Butler University and holds Series 7, 24, 63, and 66 securities licenses, as well as life, health, and variable insurance licenses (including long-term care and annuities). She also attained the CERTIFIED FINANCIAL PLANNER® certification.
Elisha believes that investing is about time in the market, not timing the market. She is a self-proclaimed handholding, to-do-list obsessed, resourceful, educational, and holistic financial advisor, with a special passion for serving business owners – especially chiropractors. She cares deeply for widows who are newly tasked with managing household finances, as she is passionate about financial education.
Elisha’s goal is to go above and beyond, working with incoming clients and, often times, their families – children, grandchildren, and even parents. She is proud to be a female financial advisor and believes that when women support each other, incredible things happen.
Outside the office, Elisha enjoys spending time with her husband and two young sons. Her husband is a chiropractor and owns his own practice in Valparaiso. She has a huge heart for chiropractic practice and enjoys enabling the profession to do their incredible work while helping them with business planning designed to help them thrive while their patients thrive.
With over a decade of experience in the financial services industry, Sarah is dedicated to helping clients of all backgrounds pursue their cherished financial goals. Sarah’s professional journey is marked by several significant achievements, including earning Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses, and attaining the CERTIFIED FINANCIAL PLANNER® certification from the College for Financial Planning. She earned a B.S. in Financial Counseling and Planning from Purdue University, Mitch Daniels School of Business.
Sarah's extensive skill set encompasses investment planning, retirement savings and income planning, wealth management, tax planning, risk mitigation strategies, and insurance planning. Her passion for the wealth management industry is driven by her desire to help others navigate their financial journeys while seeking to minimize the stress of financial uncertainty.
Outside of her professional life, Sarah enjoys spending quality time with her husband, Jon, and their three young children, Will, Bennett, and Ellie. She loves visiting local coffee shops, exploring parks, and staying active through exercise to manage stress and keep up with her energetic children.
Support Team
The team is supported by Registered Client Service Associates Cara Sadowski, Elizabeth Cooke, and Client Service Associate Emma Frank, all of whom are experienced in various aspects of client relationship management and administrative services.
