Meeting capacity:
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Topic: 2023 Economic Outlook – See what is on the Horizon for 2023
Speakers: Frederick Sprunger, Financial Advisor Associate and Teia E. Sebree, Vice President/Investments with Stifel/Endeavor Investment Group
Presentation:
Discussion will include the midyear market update and outlook on where the Firm believes the markets are headed for the rest of 2023.
Speakers' bios:
Frederick H. Sprunger began his investment industry career and joined Endeavor Investment Group in 2021. Frederick works closely with other members of the Endeavor Investment Group to provide clients with outstanding support and service. His investment process consists of seeking a thorough and continuous understanding of his clients' goals and risk tolerance levels. He carefully considers asset allocation and estate consequences before making any recommendations to his clients.
Frederick is a lifelong Indiana resident and earned a B.A. in Economics from DePauw University in 2018. Upon graduation, he received a J.D. from Indiana University Robert H. McKinney School of Law and was awarded a Certificate in Corporate and Commercial Law with distinction.
Outside of the office, Fred serves on the Arthur Jordan YMCA Advisory Board. He also serves on the Board of Directors of the Nice Matters Foundation, a non-profit organization dedicated to funding testicular cancer research and awareness.
Teia E. Sebree began her investment industry career in 1990 and specializes in all facets of family investment planning. Her investment management process consists of seeking a thorough and continuous understanding of each client's goals, needs, and risk tolerance levels. She carefully considers asset allocation and estate consequences before making any recommendations to her clients. She is experienced in planning for education, retirement, and the financial-related issues surrounding divorce.
Teia is a lifelong resident of Indiana and attended International Business College in Indianapolis. She attained the Accredited Investment Fiduciary® (AIF®), Accredited Portfolio Management AdvisorSM (APMA®), and Certified Divorce Financial Analyst® (CDFA®) designations and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Teia enjoys spending time with family and friends. She enjoys cooking and entertaining, going to the movies, reading, and traveling to new places (especially if it is warm with a beach).