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Your Team

With our dynamic structure centered around your goals, we can better serve you, at every touchpoint.

You are the focus of our firm

Client Services Manager

Your personal concierge for day-to-day questions and requests. They’re here to help you manage your financial journey- and are always just a call or email away.

Investment Policy Committee

Our in-house team handpicks the individual stocks and bonds that make up our investment strategies – something many other firms outsource.

First Impressions Manager

Our goal is to make you feel welcome and at home, in every interaction. That’s why we have someone dedicated specifically to first impressions, whether in person or over the phone.

Portfolio Analyst

To meet the goals set by you and your advisor, they maintain your portfolio, ensuring you own the right balance of stocks and bonds.

Investment Advisor

Your personal guide for the road ahead. They not only manage your investments but are on hand for each financial milestone.

Director of Financial Planning

By ensuring that our Advisory Teams are equipped to deliver superior planning guidance, they let you get back to focusing on what matters most.

Retirement Plan Advisor

Our go-to resource for Retirement Plan Services clients. They help Plan Sponsors navigate fiduciary responsibility, while also serving participants as a financial wellness resource.

portfolio-manager portfolio-manager
Client Services Manager

Your personal concierge for day-to-day questions and requests. They’re here to help you manage your financial journey- and are always just a call or email away.

Vice President of Client Experience

Acting as your advocate within the firm, they work to ensure quality and consistency and are always an open ear for feedback, both good and bad.

Investment Policy Committee

Our in-house team handpicks the individual stocks and bonds that make up our investment strategies – something many other firms outsource.

First Impressions Manager

Our goal is to make you feel welcome and at home, in every interaction. That’s why we have someone dedicated specifically to first impressions, whether in person or over the phone.

Portfolio Analyst

To meet the goals set by you and your advisor, they maintain your portfolio, ensuring you own the right balance of stocks and bonds.

Investment Advisor

Your personal guide for the road ahead. They not only manage your investments but are on hand for each financial milestone.

Director of Financial Planning

By ensuring that our Advisory Teams are equipped to deliver superior planning guidance, they let you get back to focusing on what matters most.

Retirement Plan Advisor

Our go-to resource for Retirement Plan Services clients. They help Plan Sponsors navigate fiduciary responsibility, while also serving participants as a financial wellness resource.

For any client question or concern, our President is always available.
Contact Sarah Moore at 812-402-7292 or smoore@dcmol.com.

Mike Hull

Mike Hull

Chairman of the Board
Serving DCM Clients since 1997

 

  • Executive Team

Ciavon Hartman, FPQP™

Chief Operations Officer & Chief Compliance Officer
Serving DCM Clients since 2002

 

  • Executive Team

Sarah Moore, CFP®

President & CEO
Serving DCM Clients since 2018

 

  • Executive Team

Matthew Wright, CPA

Chief Financial Officer
Serving DCM Clients since 2021

 

  • Executive Team
  • Accounting
Kyle Markle

Kyle Markle, CFP®

Chief Investment Officer & Senior Investment Advisor
Serving DCM Clients since 2008

 

  • Wealth Management
Joe Zabratanski

Joe Zabratanski

Chief Investment Officer & Senior Investment Advisor
Serving DCM Clients since 2011

 

  • Wealth Management
Brandon Roop

Brandon Roop, CFP®, CRPS®

VP of Investment Advisory & Senior Investment Advisor
Serving DCM Clients since 2010

 

  • Wealth Management

Randy Alsman

Senior Investment Advisor
Serving DCM Clients since 2008

 

  • Wealth Management
Marvin Wright

Marvin Wright, CPA, CFP®

Senior Investment Advisor
Serving DCM Clients since 2014

 

  • Wealth Management
Ron Patberg

Ron Patberg, CFP®

Senior Investment Advisor & Business Development Coach
Serving DCM Clients since 2014

 

  • Wealth Management

Blake Alsman, CFP®

Senior Investment Advisor
Serving DCM Clients since 2013

 

  • Wealth Management
Jason Hall

Jason Hall, ChFC®

Senior Investment Advisor
Serving DCM Clients since 2014

 

  • Wealth Management
JK Keach

J.K. Keach, ChFC®

Senior Investment Advisor
Serving DCM Clients since 2012

 

  • Wealth Management

Warren Ward, CFP®

Senior Investment Advisor
Serving DCM Clients since 2024

 

  • Wealth Management

Beth Dietsch, CRPC®, FPQP™

Senior Investment Advisor
Serving DCM Clients since 2001

 

  • Wealth Management
Kira Vaal

Kira Vaal, CFP®, CRPC®

Lead Investment Advisor
Serving DCM Clients since 2014

 

  • Wealth Management

Alex Spainhoward, CFP®, RICP®, CDFA®

Lead Investment Advisor
Serving DCM Clients since 2019

 

  • Wealth Management
Matt Gladbach

Matt Gladbach, CFP®

Lead Investment Advisor
Serving DCM Clients since 2019

 

  • Wealth Management
Derek Riddle

Derek Riddle, CFP®, CRPC®

Lead Investment Advisor
Serving DCM Clients since 2021

 

  • Wealth Management

Leeanne Lollar, CFP®

Lead Investment Advisor
Serving DCM Clients since 2022

 

  • Wealth Management

Jordan Whitledge, CFA, CFP®

Lead Investment Advisor
Serving DCM Clients since 2022

 

  • Wealth Management

Alan Van Cleef, CFP®

Lead Investment Advisor
Serving DCM Clients since 2023

 

  • Wealth Management

Kyle Dodd

Lead Investment Advisor
Serving DCM Clients since 2024

 

  • Wealth Management

Marcus Bloom, CRPC®

Investment Advisor
Serving DCM Clients since 2021

 

  • Wealth Management

Marty Coursey, CFP®

Investment Advisor
Serving DCM Clients since 2022

 

  • Wealth Management

Braden Herendeen, CFP®

Investment Advisor
Serving DCM Clients since 2022

 

  • Wealth Management

Bryce Turner, CFP®

Investment Advisor
Serving DCM Clients since 2023

 

  • Wealth Management
Mollie O’Brien

Mollie Caldwell, FPQP™

Associate Investment Advisor
Serving DCM Clients since 2019

 

  • Wealth Management

Chris Gorbett

Associate Investment Advisor
Serving DCM Clients since 2021

 

  • Wealth Management

Christopher Corcoran

Associate Investment Advisor
Serving DCM Clients since 2024

 

  • Wealth Management
Chad Lange

Chad Lange, CFP®

Director of Wealth Solutions
Serving DCM Clients since 2021

 

  • Wealth Solutions

Zachary Chavira, C(k)P®, AIF®

Retirement Plan Lead Advisor - Team Lead
Serving DCM Clients since 2017

 

  • Wealth Solutions
Kevin Coombs

Kevin Coombs, CFP®

Lead Financial Planner - Team Lead
Serving DCM Clients since 2021

 

  • Wealth Solutions
Collin Brinker

Collin Brinker, CFP®, ABFP™

Senior Financial Planner
Serving DCM Clients since 2020

 

  • Wealth Solutions

Priscilla Birt, CFP®

Lead Financial Planner
Serving DCM Clients since 2023

 

  • Wealth Solutions

April Bullard

Wealth Solutions Associate
Serving DCM Clients since 2021

 

  • Wealth Solutions

Jace Stieler, CFP®

Wealth Solutions Associate
Serving DCM Clients since 2023

 

  • Wealth Solutions

Gray Long

Wealth Solutions Associate
Serving DCM Clients since 2024

 

  • Wealth Solutions

Jessica Klostermann, FPQP™

Director of Client Services
Serving DCM Clients since 2015

 

  • Client Service
Stephanie Bonenberger

Stephanie Bonenberger-Taylor, FPQP™

Client Services Team Lead
Serving DCM Clients since 2020

 

  • Client Service
Ellen Rogier

Ellen Rogier, FPQP™

Executive Client Services Manager
Serving DCM Clients since 2018

 

  • Client Service
Vickie Colford

Vickie Colford, FPQP™

Senior Client Services Manager & First Impressions Manager
Serving DCM Clients since 2014

 

  • Client Service
Lynn Muehlbauer

Lynn Muehlbauer

Client Services Associate
Serving DCM Clients since 2015

 

  • Client Service

Jodie Chapman, FPQP™

Senior First Impressions Manager
Serving DCM Clients since 2018

 

  • Client Service
Hope Mills

Hope Mills, FPQP™

Client Services Associate
Serving DCM Clients since 2021

 

  • Client Service

Charlotte Smith, FPQP™

Client Services Associate
Serving DCM Clients since 2022

 

  • Client Service

Meghan Axton, FPQP™

Client Services Associate
Serving DCM Clients since 2024

 

  • Client Service

Jennifer Decker, FPQP™, 16pf®, ACS-CF®

Director of Human Relations
Serving DCM Clients since 2014

 

  • Human Relations

Colby Decker, LSSGB™

Director of Investment Operations
Serving DCM Clients since 2021

 

  • Investment Operations
Nathan Winklepleck

Nathan Winklepleck, CFA

Portfolio Manager & Analyst
Serving DCM Clients since 2012

 

  • Investment Operations
Preston May

Preston May, CBE®

Assistant Portfolio Manager & Analyst
Serving DCM Clients since 2015

 

  • Investment Operations
Matt Bernhardt

Matt Bernhardt, FPQP™, AIF®

Senior Trading Specialist
Serving DCM Clients since 2015

 

  • Investment Operations
Bryce Duncan

Bryce Duncan

Research Analyst
Serving DCM Clients since 2016

 

  • Investment Operations
Andrew Richmond

Andrew Richmond

Senior Trading Specialist
Serving DCM Clients since 2017

 

  • Investment Operations

Neal Quick

Trading Specialist
Serving DCM Clients since 2023

 

  • Investment Operations
Jenna Wasson

Jenna Wasson

CRM Systems Administrator
Serving DCM Clients since 2017

 

  • Enablement

Olivia Barton, FPQP™

Portfolio Accounting and Billing Associate
Serving DCM Clients since 2022

 

  • Accounting

Lauren Chavira, CPA

Accounting Specialist
Serving DCM Clients since 2022

 

  • Accounting

Sara Williams, A-CSM®

Director of Communications
Serving DCM Clients since 2018

 

  • Communications