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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 of Client Experience 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

 

  • Support Team
Nathan Winklepleck

Nathan Winklepleck, CFA®

Portfolio Manager & Analyst
Serving DCM Clients since 2012

 

  • Investment Policy Team

Sarah Moore, CFP®

President
Serving DCM Clients since 2018

 

  • Client Experience Team

Randy Alsman

Senior Investment Advisor
Serving DCM Clients since 2008

 

  • Advisor-Client Service Team
  • Investment Policy Team
Mike Hull

Mike Hull

Executive Chairman of the Board
Serving DCM Clients since 1997

 

  • Advisor-Client Service Team
  • Investment Policy Team
Kira Vaal

Kira Vaal, CRPC®, FPQP™

Investment Advisor
Serving DCM Clients since 2014

 

  • Advisor-Client Service Team
Joe Zabratanski

Joe Zabratanski

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

 

  • Advisor-Client Service Team
  • Investment Policy Team
Kyle Markle

Kyle Markle, CFP®

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

 

  • Advisor-Client Service Team
  • Investment Policy Team
Brandon Roop

Brandon Roop, CFP®, CRPS®

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

 

  • Advisor-Client Service Team
  • Investment Policy Team
Greg Donaldson

Greg Donaldson

Founder
Serving DCM Clients since 1994

 

  • Advisor-Client Service Team

Jodie Chapman

First Impressions Manager
Serving DCM Clients since 2018

 

  • Client Experience Team
Jennifer Decker

Jennifer Decker, FPQP™, 16pf®

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

 

  • Advisor-Client Service Team
  • Support Team
Ron Patberg

Ron Patberg, CFP®

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

 

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

JK Keach, ChFC®

Lead Investment Advisor
Serving DCM Clients since 2012

 

  • Advisor-Client Service Team
Marvin Wright

Marvin Wright, CPA, CFP®

Senior Investment Advisor
Serving DCM Clients since 2014

 

  • Advisor-Client Service Team
Blake Alsman

Blake Alsman, CFP®

Senior Investment Advisor
Serving DCM Clients since 2013

 

  • Advisor-Client Service Team
Beth Dietsch

Beth Dietsch, CRPC®, FPQP™

Lead Investment Advisor
Serving DCM Clients since 2001

 

  • Advisor-Client Service Team
Jason Hall

Jason Hall

Lead Investment Advisor
Serving DCM Clients since 2014

 

  • Advisor-Client Service Team
Rick Roop

Rick Roop

Senior Investment Advisor
Serving DCM Clients since 2001

 

  • Advisor-Client Service Team
  • Investment Policy Team
Steve Obenchain

Steve Obenchain

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

 

  • Support Team

Matthew Wright, CPA

Chief Financial Officer
Serving DCM Clients since 2021

 

  • Support Team
Vickie Colford

Vickie Colford, FPQP™

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

 

  • Advisor-Client Service Team
Sara Williams

Sara Williams, CSM®

Director of Communications
Serving DCM Clients since 2018

 

  • Support Team
Matt Bernhardt

Matt Bernhardt, FPQP™, AIF®

Senior Trading Specialist
Serving DCM Clients since 2015

 

  • Support Team
Preston May

Preston May, CBE®

Assistant Portfolio Manager & Analyst
Serving DCM Clients since 2015

 

  • Investment Policy Team
Jenna Wasson

Jenna Wasson, FPQP™

CRM Systems Administrator
Serving DCM Clients since 2017

 

  • Support Team
Jessica Klostermann

Jessica Klostermann, FPQP™

Director of Client Services
Serving DCM Clients since 2015

 

  • Advisor-Client Service Team
Bryce Duncan

Bryce Duncan

Research Analyst
Serving DCM Clients since 2016

 

  • Support Team
Ellen Rogier

Ellen Rogier, FPQP™

Associate Investment Advisor
Serving DCM Clients since 2018

 

  • Advisor-Client Service Team
Zachary Chavira

Zachary Chavira, C(k)P®, AIF®

Lead Investment Advisor
Serving DCM Clients since 2017

 

  • Retirement Plan Services
Andrew Richmond

Andrew Richmond

Senior Trading Specialist
Serving DCM Clients since 2017

 

  • Support Team
Matt Gladbach

Matt Gladbach, CFP®

Lead Investment Advisor
Serving DCM Clients since 2019

 

  • Advisor-Client Service Team
Mollie O’Brien

Mollie O’Brien, FPQP™

Associate Investment Advisor
Serving DCM Clients since 2019

 

  • Advisor-Client Service Team
Sandra Goad

Sandra Goad

Portfolio Accounting & Billing Associate
Serving DCM Clients since 2019

 

  • Support Team

Alex Spainhoward, CFP®, RICP®

Investment Advisor
Serving DCM Clients since 2019

 

  • Advisor-Client Service Team

Diane Farren, FPQP™, CSM®

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

 

  • Advisor-Client Service Team
Collin Brinker

Collin Brinker, CFP®

Lead Financial Planner
Serving DCM Clients since 2020

 

  • Advisor-Client Service Team
Stephanie Bonenberger

Stephanie Bonenberger, FPQP™

Client Services Team Lead
Serving DCM Clients since 2020

 

  • Advisor-Client Service Team
Hope Mills

Hope Mills, FPQP™

Client Services Associate
Serving DCM Clients since 2021

 

  • Advisor-Client Service Team
Derek Riddle

Derek Riddle, CRPC®

Investment Advisor
Serving DCM Clients since 2021

 

  • Advisor-Client Service Team

Colby Decker, LSSGB™

Investment Operations Manager
Serving DCM Clients since 2021

 

  • Support Team
Lynn Muehlbauer

Lynn Muehlbauer

Administrative Assistant
Serving DCM Clients since 2015

 

  • Advisor-Client Service Team

April Bullard

Associate Financial Planner
Serving DCM Clients since 2021

 

  • Advisor-Client Service Team
Chris Gorbett

Chris Gorbett

Associate Investment Advisor
Serving DCM Clients since 2021

 

  • Advisor-Client Service Team
Marcus Bloom

Marcus Bloom

Associate Investment Advisor
Serving DCM Clients since 2021

 

  • Advisor-Client Service Team
Kevin Coombs

Kevin Coombs, CFP®

Lead Financial Planner
Serving DCM Clients since 2021

 

  • Advisor-Client Service Team
Chad Lange

Chad Lange, CFP®

Director of Financial Planning
Serving DCM Clients since 2021

 

  • Advisor-Client Service Team

Jordan Whitledge

Lead Investment Advisor
Serving DCM Clients since 2022

 

  • Advisor-Client Service Team

Charlotte Smith

Client Services Associate
Serving DCM Clients since 2022

 

  • Advisor-Client Service Team

Braden Herendeen

Associate Investment Advisor
Serving DCM Clients since 2022

 

  • Advisor-Client Service Team

Olivia Barton

Client Services Associate
Serving DCM Clients since 2022

 

  • Advisor-Client Service Team

Marty Coursey

Associate Investment Advisor
Serving DCM Clients since 2022

 

  • Advisor-Client Service Team

Leeanne Lollar, CFP®

Lead Investment Advisor
Serving DCM Clients since 2022

 

  • Advisor-Client Service Team