It’s more enjoyable to plan for your financial legacy than worry about it.

Roger serves business owners, financial professionals, corporate executives, and their families who want a comprehensive financial plan for their future. He asks questions of his clients like: What are your concerns and your goals? What kind of financial plan do you have? What philanthropic objectives do you have? Together, they will map out a future and explore the blind spots.

Dr. Lindsey Piegza is the Chief Economist for Stifel. She specializes in the research and analysis of economic trends and activity, world economies, financial markets, and monetary and fiscal policies. Prior to her role with Stifel, she was the Senior Economist for an investment bank in New York City for eight years consulting clients in the U.S., Europe, Asia, and the Middle East.

A highly sought-after speaker across national and international forums, Piegza is often quoted in the business press. She is a regular guest on CNBC, Bloomberg, CNN, and Fox Business, as well as national radio and other business news outlets. Piegza is also a monthly op-ed contributor for The Hill.

In addition to her role with Stifel, Piegza is an instructor at the Pacific Coast Banking School, a member of the Chicago Federal Reserve Advisory Committee, and a well-respected author. Piegza has published numerous academic papers in prestigious journals such as the Harvard Business Review and in textbooks from Northwestern University’s Kellogg Graduate School of Management.

Piegza is a member of the National Association for Business Economics (NABE) and American Economic Association (AEA), and named a 2019 Women of Influence by the Chicago Business Journal. She is a native of Chicago and is based in Stifel’s downtown Chicago office.