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Abie began his investment industry career in 1981 and joined Stifel in 2010. Prior to Stifel, he acquired nearly 40 years of experience working closely with individuals, churches, retirement plans, and non-profit organizations. At Stifel, he specializes in helping endowments, retirement plans, and churches manage their investment portfolios. Abie earned

Our belief is that Financial Success is Only Achievable if Clients, Advisors, and Resources (Companies) work together with an Effective System (The CARES Process) to create Value, Sustainable Relationships, and our Mission of Making Life Better For Everyone! We are three companies who, together, provide a complete, integrated suite of financial products