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](https://www.dcmol.com/wp-content/themes/dcm/static/images/client-services-manager.png)
![Investment Policy Committee](https://www.dcmol.com/wp-content/themes/dcm/static/images/investment-policy-committee.png)
![First Impressions Manager](https://www.dcmol.com/wp-content/themes/dcm/static/images/First-Impressions-Manager.png)
![Portfolio Analyst](https://www.dcmol.com/wp-content/themes/dcm/static/images/Portfolio-Analyst.png)
![Investment Advisor](https://www.dcmol.com/wp-content/themes/dcm/static/images/Investment-Advisor.png)
![Director of Financial Planning](https://www.dcmol.com/wp-content/themes/dcm/static/images/Director-Financial-Planning.png)
![Retirement Plan Advisor](https://www.dcmol.com/wp-content/themes/dcm/static/images/retirement-plan-advisor.png)
![portfolio-manager](https://www.dcmol.com/wp-content/themes/dcm/static/images/arrow-lp-slider-left.png)
![portfolio-manager](https://www.dcmol.com/wp-content/themes/dcm/static/images/arrow-lp-slider-right.png)
![Client Services Manager](https://www.dcmol.com/wp-content/themes/dcm/static/images/client-services-manager.png)
![Vice President of Client Experience](https://www.dcmol.com/wp-content/themes/dcm/static/images/VP-client-experience.png)
![Investment Policy Committee](https://www.dcmol.com/wp-content/themes/dcm/static/images/investment-policy-committee.png)
![First Impressions Manager](https://www.dcmol.com/wp-content/themes/dcm/static/images/First-Impressions-Manager.png)
![Portfolio Analyst](https://www.dcmol.com/wp-content/themes/dcm/static/images/Portfolio-Analyst.png)
![Investment Advisor](https://www.dcmol.com/wp-content/themes/dcm/static/images/Investment-Advisor.png)
![Director of Financial Planning](https://www.dcmol.com/wp-content/themes/dcm/static/images/Director-Financial-Planning.png)
![Retirement Plan Advisor](https://www.dcmol.com/wp-content/themes/dcm/static/images/retirement-plan-advisor.png)
For any client question or concern, our President is always available.
Contact Sarah Moore at 812-402-7292 or smoore@dcmol.com.
Ciavon Hartman, FPQP™
Chief Operations Officer & Chief Compliance Officer
Serving DCM Clients since 2002
- Executive Team
- Executive Team
- Accounting
Kyle Markle, CFP®
Chief Investment Officer & Senior Investment Advisor
Serving DCM Clients since 2008
- Wealth Management
Joe Zabratanski
Chief Investment Officer & Senior Investment Advisor
Serving DCM Clients since 2011
- Wealth Management
Brandon Roop, CFP®, CRPS®
VP of Investment Advisory & Senior Investment Advisor
Serving DCM Clients since 2010
- Wealth Management
- Wealth Management
Marvin Wright, CPA, CFP®
Senior Investment Advisor
Serving DCM Clients since 2014
- Wealth Management
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
- Wealth Management
- Wealth Management
- Wealth Management
Beth Dietsch, CRPC®, FPQP™
Lead Investment Advisor
Serving DCM Clients since 2001
- Wealth Management
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
- Wealth Management
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
- Wealth Management
- Wealth Management
- Wealth Management
Mollie Caldwell, FPQP™
Investment Services Associate
Serving DCM Clients since 2019
- Wealth Management
- Wealth Management
Marty Coursey, CFP®
Associate Investment Advisor
Serving DCM Clients since 2022
- Wealth Management
Braden Herendeen, CFP®
Associate Investment Advisor
Serving DCM Clients since 2022
- Wealth Management
- Wealth Management
Christopher Corcoran
Investment Services Associate
Serving DCM Clients since 2024
- Wealth Management
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, CFP®
Lead Financial Planner - Team Lead
Serving DCM Clients since 2021
- Wealth Solutions
Collin Brinker, CFP®, ABFP™
Senior Financial Planner
Serving DCM Clients since 2020
- Wealth Solutions
- Wealth Solutions
- Wealth Solutions
- Wealth Solutions
- Wealth Solutions
Jessica Klostermann, FPQP™
Director of Client Services
Serving DCM Clients since 2015
- Client Service
Stephanie Bonenberger, FPQP™
Client Services Team Lead
Serving DCM Clients since 2020
- Client Service
Ellen Rogier, FPQP™
Executive Client Services Manager
Serving DCM Clients since 2018
- Client Service
Vickie Colford, FPQP™
Senior Client Services Manager & First Impressions Manager
Serving DCM Clients since 2014
- Client Service
- Client Service
Jodie Chapman, FPQP™
First Impressions Manager
Serving DCM Clients since 2018
- Client Service
- Client Service
Charlotte Smith, FPQP™
Client Services Associate
Serving DCM Clients since 2022
- Client Service
- Client Service
Jennifer Decker, FPQP™, 16pf®, ACS-CF®
Director of HR
Serving DCM Clients since 2014
- Human Relations
Colby Decker, LSSGB™
Director of Investment Operations
Serving DCM Clients since 2021
- Investment Operations
Nathan Winklepleck, CFA
Portfolio Manager & Analyst
Serving DCM Clients since 2012
- Investment Operations
Preston May, CBE®
Assistant Portfolio Manager & Analyst
Serving DCM Clients since 2015
- Investment Operations
Matt Bernhardt, FPQP™, AIF®
Senior Trading Specialist
Serving DCM Clients since 2015
- Investment Operations
- Investment Operations
- Investment Operations
- Investment Operations
- Investment Operations
- Enablement
Olivia Barton, FPQP™
Portfolio Accounting and Billing Associate
Serving DCM Clients since 2022
- Accounting
- Accounting
Sara Williams, A-CSM®
Director of Communications
Serving DCM Clients since 2018
- Communications