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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

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

Executive 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
Serving DCM Clients since 2018

 

  • Executive Team
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
Rick Roop

Rick Roop

Senior Investment Advisor
Serving DCM Clients since 2001

 

  • Wealth Management
Beth Dietsch

Beth Dietsch, CRPC®, FPQP™

Lead Investment Advisor
Serving DCM Clients since 2001

 

  • Wealth Management

Randy Alsman

Senior Investment Advisor
Serving DCM Clients since 2008

 

  • Wealth Management
JK Keach

JK Keach, ChFC®

Senior Investment Advisor
Serving DCM Clients since 2012

 

  • Wealth Management
Blake Alsman

Blake Alsman, CFP®

Senior Investment Advisor
Serving DCM Clients since 2013

 

  • Wealth Management
Ron Patberg

Ron Patberg, CFP®

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

 

  • Wealth Management
Marvin Wright

Marvin Wright, CPA, CFP®

Senior Investment Advisor
Serving DCM Clients since 2014

 

  • Wealth Management
Jason Hall

Jason Hall

Lead Investment Advisor
Serving DCM Clients since 2014

 

  • Wealth Management
Kira Vaal

Kira Vaal, CRPC®, FPQP™

Investment Advisor
Serving DCM Clients since 2014

 

  • Wealth Management

Alex Spainhoward, CFP®, RICP®, CDFA®

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, CRPC®

Investment Advisor
Serving DCM Clients since 2021

 

  • Wealth Management

Leeanne Lollar, CFP®

Lead Investment Advisor
Serving DCM Clients since 2022

 

Jordan Whitledge

Lead Investment Advisor
Serving DCM Clients since 2022

 

Ellen Rogier

Ellen Rogier, FPQP™

Associate Investment Advisor
Serving DCM Clients since 2018

 

Mollie O’Brien

Mollie O’Brien, FPQP™

Associate Investment Advisor
Serving DCM Clients since 2019

 

Marcus Bloom

Marcus Bloom

Associate Investment Advisor
Serving DCM Clients since 2021

 

Chris Gorbett

Chris Gorbett

Associate Investment Advisor
Serving DCM Clients since 2021

 

Marty Coursey

Associate Investment Advisor
Serving DCM Clients since 2022

 

Braden Herendeen

Associate Investment Advisor
Serving DCM Clients since 2022

 

Chad Lange

Chad Lange, CFP®

Director of Wealth Solutions
Serving DCM Clients since 2021

 

Kevin Coombs

Kevin Coombs, CFP®

Lead Financial Planner - Team Lead
Serving DCM Clients since 2021

 

Zachary Chavira

Zachary Chavira, C(k)P®, AIF®

Lead Investment Advisor
Serving DCM Clients since 2017

 

Collin Brinker

Collin Brinker, CFP®

Lead Financial Planner
Serving DCM Clients since 2020

 

April Bullard

Wealth Solutions Associate
Serving DCM Clients since 2021

 

Jessica Klostermann, FPQP™

Director of Client Services
Serving DCM Clients since 2015

 

Stephanie Bonenberger

Stephanie Bonenberger, FPQP™

Client Services Team Lead
Serving DCM Clients since 2020

 

Hope Mills

Hope Mills, FPQP™

Client Services Associate
Serving DCM Clients since 2021

 

Olivia Barton

Client Services Associate
Serving DCM Clients since 2022

 

Charlotte Smith

Client Services Associate
Serving DCM Clients since 2022

 

Vickie Colford

Vickie Colford, FPQP™

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

 

Jodie Chapman

First Impressions Manager
Serving DCM Clients since 2018

 

Diane Farren, FPQP™, A-CSM®

Client Services Manager and First Impressions Manager
Serving DCM Clients since 2019

 

Lynn Muehlbauer

Lynn Muehlbauer

Administrative Assistant
Serving DCM Clients since 2015

 

Nathan Winklepleck

Nathan Winklepleck, CFA®

Portfolio Manager & Analyst
Serving DCM Clients since 2012

 

  • Investment Operations (including Trading)
Preston May

Preston May, CBE®

Assistant Portfolio Manager & Analyst
Serving DCM Clients since 2015

 

Bryce Duncan

Bryce Duncan

Research Analyst
Serving DCM Clients since 2016

 

Steve Obenchain

Steve Obenchain

Director of Investment Operations & Compliance Manager
Serving DCM Clients since 2014

 

Colby Decker, LSSGB™

Investment Operations Manager
Serving DCM Clients since 2021

 

Matt Bernhardt

Matt Bernhardt, FPQP™, AIF®

Senior Trading Specialist
Serving DCM Clients since 2015

 

Andrew Richmond

Andrew Richmond

Senior Trading Specialist
Serving DCM Clients since 2017

 

Matthew Wright, CPA

Chief Financial Officer
Serving DCM Clients since 2021

 

Sandra Goad

Sandra Goad

Portfolio Accounting & Billing Associate
Serving DCM Clients since 2019

 

Jennifer Decker

Jennifer Decker, FPQP™, 16pf®

Director of HR & Senior Client Services Manager
Serving DCM Clients since 2014

 

Jenna Wasson

Jenna Wasson, FPQP™

CRM Systems Administrator
Serving DCM Clients since 2017

 

Sara Williams

Sara Williams, A-CSM®

Director of Communications
Serving DCM Clients since 2018