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.
Wanting to give back to his community, Randy currently sits on the Indiana State University board of trustees and has held various board positions for the past 14 years, including president for three years. He also serves on the Indiana State Foundation board, Indiana State Finance committee, and Indiana State Foundation Investment committee.
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 focuses on developing customized strategies surrounding retirement planning, estate planning, insurance planning, liability management, personal wealth planning, and portfolio analysis. He also oversees the team’s investment committee, which is responsible for portfolio creation and analysis. He believes in the importance of seeing the entire financial picture of a client and enjoys getting to know each and every client and their unique situations. Each client’s investment strategy is tailored to his or her specific needs and goals based on the client’s unique risk tolerance profile.
While it does not ensure a profit or protect against loss, 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.
Shawn earned a B.S. in General Management Finance from Purdue University and holds Series 6, 7, 63, and 66 securities licenses, as well as life and variable insurance license (including annuities). He also holds the CERTIFIED FINANCIAL PLANNERTM certification. Outside the office, Shawn enjoys spending time with his wife and two children. They are very active in youth sports and enjoy the excitement and dedication that come along with each team. When not on the court or field with his kids, Shawn enjoys carpentry and woodworking.
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 interned with several companies to figure out what she would most enjoy, but after completing a wealth management internship, it all clicked into place. She loves analyzing numbers as she seeks to help people get the most out of 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 all planning documents are in place and reviewed appropriately.
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.
Elisha believes that investing is about time in the market, not timing the market. She is a self-proclaimed hand-holding, 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 taking care of finances, as she is passionate about financial education.
Elisha’s goal is to go above and beyond, working with incoming clients and, oftentimes, 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.
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 case and annuities). She also attained the CERTIFIED FINANCIAL PLANNERTM certification.