Your Team

We know the road to financial freedom. Meet your guides working to get you where you want to be.

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

You are the focus of our firm

Ciavon Hartman, FPQP™

VP of Client Experience & Chief Compliance Officer
Serving DCM Clients since 2002

 

  • Client Experience Team

Nathan Winklepleck, CFA®

Research Analyst & Investment Advisor
Serving DCM Clients since 2012

 

  • Advisor-Client Service Team
  • Investment Policy Team

Sarah Moore, CFP®

Director of Financial Planning & Investment Advisor
Serving DCM Clients since 2018

 

  • Advisor-Client Service Team

Randy Alsman

Investment Advisor
Serving DCM Clients since 2008

 

  • Advisor-Client Service Team
  • Investment Policy Team

Mike Hull

President
Serving DCM Clients since 1997

 

  • Advisor-Client Service Team
  • Investment Policy Team

Kira Vaal, FPQP™

Client Services Manager
Serving DCM Clients since 2014

 

  • Advisor-Client Service Team

Greg Donaldson

Founder & Chairman of the Board
Serving DCM Clients since 1994

 

  • Advisor-Client Service Team

Joe Zabratanski

Chief Investment Officer & Investment Advisor
Serving DCM Clients since 2011

 

  • Advisor-Client Service Team
  • Investment Policy Team

Krista Nemeth, FPQP™

Communications Manager
Serving DCM Clients since 2014

 

  • Client Experience Team

Kyle Markle, CFP®

Chief Investment Officer & Investment Advisor
Serving DCM Clients since 2008

 

  • Advisor-Client Service Team
  • Investment Policy Team

Brandon Roop, CFP®, CRPS®

VP of Institutional Services & Investment Advisor
Serving DCM Clients since 2010

 

  • Advisor-Client Service Team
  • Investment Policy Team
  • Retirement Plan Services

Jodie Chapman

First Impressions Manager
Serving DCM Clients since 2018

 

  • Client Experience Team

Jim Williamson

Investment Advisor
Serving DCM Clients since 2012

 

  • Advisor-Client Service Team

Marvin Wright, CPA, CFP®

Chief Financial Officer & Investment Advisor
Serving DCM Clients since 2014

 

  • Advisor-Client Service Team

Rick Roop

Investment Advisor
Serving DCM Clients since 2001

 

  • Advisor-Client Service Team
  • Investment Policy Team

Jennifer Decker, FPQP™

Client Services Manager & Employee Experience Manager
Serving DCM Clients since 2014

 

  • Advisor-Client Service Team

Ron Patberg, CFP®

Business Development Coach & Investment Advisor
Serving DCM Clients since 2014

 

  • Advisor-Client Service Team
  • Investment Policy Team
  • Client Experience Team

JK Keach

Investment Advisor
Serving DCM Clients since 2012

 

  • Advisor-Client Service Team

Blake Alsman, CFP®

Investment Advisor
Serving DCM Clients since 2013

 

  • Advisor-Client Service Team

Beth Dietsch, FPQP™

Investment Advisor
Serving DCM Clients since 2001

 

  • Advisor-Client Service Team

Jason Hall

Investment Advisor
Serving DCM Clients since 2014

 

  • Advisor-Client Service Team

Steve Obenchain

Supervisor of Portfolio Support Services
Serving DCM Clients since 2014

 

  • Support Team

Karen Caruso, FPQP™

Client Services Manager
Serving DCM Clients since 2012

 

  • Advisor-Client Service Team

Vickie Colford, FPQP™

Client Services Manager
Serving DCM Clients since 2014

 

  • Advisor-Client Service Team

Jenna Granger, FPQP™

Client Operations Manager
Serving DCM Clients since 2017

 

  • Support Team

Sara Williams

Client Services Manager
Serving DCM Clients since 2018

 

  • Advisor-Client Service Team

Matt Bernhardt, FPQP™, AIF®

Associate Retirement Plan Advisor
Serving DCM Clients since 2015

 

  • Retirement Plan Services

Preston May, CBE®

Research Analyst
Serving DCM Clients since 2015

 

  • Investment Policy Team

Jessica Klostermann, FPQP™

Client Services Manager
Serving DCM Clients since 2015

 

  • Advisor-Client Service Team

Bryce Duncan

Portfolio Support Services Analyst
Serving DCM Clients since 2016

 

  • Support Team

Brooks Corn

Client Services Manager
Serving DCM Clients since 2017

 

  • Advisor-Client Service Team

Ellen Rogier, FPQP™

Client Services Manager
Serving DCM Clients since 2018

 

  • Advisor-Client Service Team

Zachary Chavira, AIF®

Retirement Plan Advisor
Serving DCM Clients since 2017

 

  • Retirement Plan Services

Andrew Richmond

Portfolio Support Services Analyst
Serving DCM Clients since 2017

 

  • Support Team