Cassandra (Casey) Meixelsperger, Cfp® Email & Phone Number

I understand decisions around money can be emotional, overwhelming, and time consuming. Leveraging my broad education and experience, I am able to help my clients plan for their financial future in various phases of life. Together, we can create a wealth management plan that lays out a foundation and helps keep you on a path toward your goals.Having earned the CERTIFIED FINANCIAL PLANNER™ certification, I have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas:• The financial planning process• Risk management• Investments• Tax planning and management• Retirement and employee benefits• Estate planningThrough Stifel, I am able to offer wealth management services to individuals, families, trustees, and businesses, including banking, lending, trust, insurance, investment, and asset management.My ApproachThe first step to beginning our relationship is to develop an understanding of your unique financial needs.After your needs are established, we will determine the level of care that is appropriate for your situation. This allows you to decide, and for me to understand, how you want to engage in the investment and planning process.Once the scope of our relationship is set, we can work through the next steps of creating a comprehensive wealth management plan. As life changes, we will continue to work together to make any needed adjustments to help you continue toward your goals.Contact MeI invite you to connect with me by e-mail at cmeixelsperger@stifel.com or by calling our toll-free number at (888) 226-2213./*********/Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

Listed skills include Microsoft Excel, Oracle Applications, Great Plains Software, Oral Communication, and 4 others.