Stan has over 20 years of experience in the finance industry, and joined RBC Wealth Management in 2013 after spending five years at Morgan Keegan/Raymond James, and previously with Huntington Wealth Services.
He graduated from Ball State with a Bachelor Arts degree in journalism and advertising. Stan has passed many different FINRA exams including; Series 7 (General Securities Representative), Series 31 (Managed Futures), Series 63 (Uniform Securities Agent) and Series 65 (Uniform Registered Investment Advisor).
In addition to his FINRA exams passed, Stan also earned his Chartered Retirement Planning Counselor CRPC® and Accredited Investment Fiduciary (AIF) designations. Stan is also a member of RBC Wealth Management's Portfolio Focus program.
Stan develops individualized wealth management plans to help our clients meet their retirement goals, and he also plays an integral role in helping business owners as they go through the process of selling their business. Stan also assists in estate planning for families, and also works with heirs to settle estates. He can utilize option and hedging strategies in the correct situation.
Stan is a member of St. Louis de Montfort Church. He is married with three children and resides in Carmel, IN, where he enjoys coaching his kids’ basketball teams. In his free time, Stan likes to golf and is involved with several charities through his church and its school.