About Me
Ted began his investment industry career in 1987 and joined Stifel in 2015. Prior to joining Stifel, he served as a Senior Vice President/Investments and Branch Manager with Raymond James and A.G. Edwards.
Ted specializes in offering wealth, retirement, and education planning strategies, as well as asset and liability management, portfolio analysis, retirement income strategies, and estate planning strategies.
Ted earned a B.A. from Hanover College in Hanover, Indiana, and was a member and president of Beta Theta Pi Fraternity. He also won four varsity letters in men’s tennis and was captain of the tennis team, earning the team’s “most valuable player” honor. Today, he is a member of the Hanover College Alumni Association.
Active in the community, Ted has served with many organizations and participated in various events, including the Boys & Girls Club of Zionsville, the Indiana Golf Association, the Indiana Golf Foundation, the Carmel Dads’ Club, Zionsville Presbyterian Church Great Banquet Community, readUP, Indy Concerts for a Cause, and Second Helpings of Indianapolis. In addition, he and his family attend Hope City Church in Carmel.
Ted is a native of Greensburg, Indiana, and resides in Carmel with his wife, Cheryl.
About Me
Evan began his investment industry career with Stifel in 2017. Prior to joining Stifel, he served as a Sales Account Executive with a cybersecurity company.
Evan earned a B.A. in Economics from Indiana University and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Active in the community, Evan is a member of the Penrod Society (local volunteer organization).
About Me
Katie has been a Client Service Associate since 2014 and joined Stifel in 2015. Prior to entering the financial services industry, she earned a B.A. in Political Science from Butler University and was employed as a financial aid officer for an Indiana higher education institution. Today, she is a member of the Butler University Alumni Association and enjoys following Butler Basketball.
Outside the office, Katie volunteers with Pole Vault Elite (a local pole vault club) as a meet coordinator and chaperone. When not volunteering, she enjoys traveling, cooking, baking, and spending time renovating the 1930s farmhouse she owns with her husband, Collin. They welcomed their son, Oliver, in September 2019, and reside in Fortville.
A Tribute to Chuck Dickinson – Retired
Chuck’s tireless commitment to his clients has been one of the cornerstones upon which our practice was built. His leadership and focus on putting the needs of our clients first has been a key component to our success over the years.
Chuck retired from Stifel on February 28, 2019, after 18 years in the investment industry. In 2003, he and Ted Sturges made the decision to form the Sturges-Dickinson Financial Group. In 2015, believing the corporate culture of Stifel was more closely aligned with our team’s client-first philosophy, Chuck and Ted made the move to Stifel. Even as he was approaching retirement, Chuck was not deterred from his unwavering commitment to bring our clients to a firm that embodied a client-focused culture. He also brought a strong work ethic (he was consistently the first one to arrive to work each morning) and a great sense of humor.
Chuck was born and raised in Covington, Indiana, and graduated from Indiana University. While the Indiana Hoosiers will always hold a special place in his heart, his greatest passion is his family. His wife, Lisa, their three children, and eight grandchildren are the true treasures in Chuck’s life.
Chuck’s contributions to our team and the practice he helped build over 18 years are immeasurable. Thank you, Chuck, for sharing your life with our clients and with our team.
“I’ve loved my 18 years as a financial advisor. Most of my enjoyment from this part of my career is because of the great people I’ve had as clients. I will miss them dearly. I don’t have any set plans for retirement, but I am confident I will enjoy new experiences that come with it. I will likely play a little more golf, and Lisa and I would like to travel to some new places. I firmly believe that I can still make a contribution to the people of my community through volunteering and meeting new people. Of course, my family will continue to be the most important presence in my life.”
– Chuck Dickinson