Stan L. Mead, CFP, CSSC

My business card says “Financial Planner.” But when you get right down to it, I’m much more - I’m a financial/business strategist, client relationship manager, settlement strategist, and problem solver. In fact, I was the kid who didn’t break apart my Rubik’s cube so that I could get all the colors lined up. I was the kid who solved it. And, I’ve not stopped taking on impossible, beat-your-head-against-the-wall challenges since.

Solving problems means working with people where they are, figuring out their needs, and showing up prepared to add value to their lives. It takes passion and guts to run an organization, imagination and humor to keep folks checked in, and empathy blended with candor to provide useful feedback. I employ these strengths every day in helping individuals and businesses achieve their core goals.

Specialties include: Dispute resolution, contract negotiation, settlement planning, asset management, risk assessment/mitigation, workers’ compensation/personal injury claims, special needs trusts, 501(c)(3) non-profit operations, public speaking, and corporate training. I’m also very good at jigsaw puzzles and make a mean dutch oven three-pot meal.

When I’m not working, I’m hiking mountains, helping kids with disabilities read an creating memories with my family. Print Bio