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.

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.

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.

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

VP and 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™

Associate Investment Advisor
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

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 & VP of Enablement
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

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

Sara Williams

Communications Manager and GIPS Standards Administrator
Serving DCM Clients since 2018

 

  • Support 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

Jenna Wasson, FPQP™

CRM Systems Administrator
Serving DCM Clients since 2017

 

  • Support 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

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

Matt Gladbach, CFP®

Investment Advisor
Serving DCM Clients since 2019

 

  • Advisor-Client Service Team

Mollie O’Brien

Centralized Client Services Specialist
Serving DCM Clients since 2019

 

  • Advisor-Client Service Team

Nancy Wright

Accounting Manager
Serving DCM Clients since 2017

 

  • Support Team

Sandra Goad

Portfolio Accounting and Billing Manager
Serving DCM Clients since 2019

 

  • Support Team

Alex Spainhoward, CFP®

Financial Planning Associate
Serving DCM Clients since 2019

 

  • Advisor-Client Service Team

Diane Farren, FPQP™

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

 

  • Advisor-Client Service Team

Collin Brinker, CFP®

Financial Planning Associate
Serving DCM Clients since 2020

 

  • Client Experience Team

Stephanie Bonenberger

Centralized Client Services Associate
Serving DCM Clients since 2020

 

  • Client Experience Team