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™

Chief Operations Officer & Chief Compliance Officer
Serving DCM Clients since 2002

Client Experience Team

Nathan Winklepleck, CFA®

Portfolio Manager & Analyst
Serving DCM Clients since 2012

Advisor-Client Service Team
Investment Policy Team

Sarah Moore, CFP®

VP of Client Experience & Director of Financial Planning
Serving DCM Clients since 2018

Advisor-Client Service Team

Randy Alsman

Senior Investment Advisor
Serving DCM Clients since 2008

Advisor-Client Service Team
Investment Policy Team

Mike Hull

CEO
Serving DCM Clients since 1997

Advisor-Client Service Team
Investment Policy Team

Kira Vaal, CRPC®, FPQP™

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 & Senior Investment Advisor
Serving DCM Clients since 2011

Advisor-Client Service Team
Investment Policy Team

Kyle Markle, CFP®

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

Advisor-Client Service Team
Investment Policy Team

Brandon Roop, CFP®, CRPS®

VP of Retirement Plan Services & Senior 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

Marvin Wright, CPA, CFP®

Chief Financial Officer & Senior Investment Advisor
Serving DCM Clients since 2014

Advisor-Client Service Team

Rick Roop

Senior Investment Advisor
Serving DCM Clients since 2001

Advisor-Client Service Team
Investment Policy Team

Jennifer Decker, FPQP™

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

Advisor-Client Service Team

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

Lead Investment Advisor
Serving DCM Clients since 2012

Advisor-Client Service Team

Blake Alsman, CFP®

Senior Investment Advisor
Serving DCM Clients since 2013

Advisor-Client Service Team

Beth Dietsch, CRPC®, FPQP™

Lead Investment Advisor
Serving DCM Clients since 2001

Advisor-Client Service Team

Jason Hall

Lead Investment Advisor
Serving DCM Clients since 2014

Advisor-Client Service Team

Steve Obenchain

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

Support Team

Karen Caruso

Client Services Manager
Serving DCM Clients since 2012

Advisor-Client Service Team

Vickie Colford, FPQP™

First Impressions Manager & 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®

Trading Specialist
Serving DCM Clients since 2015

Support Team

Preston May, CBE®

Assistant Portfolio Manager & 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 Team Lead
Serving DCM Clients since 2015

Advisor-Client Service Team

Bryce Duncan

Research 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®

Lead Investment Advisor
Serving DCM Clients since 2017

Retirement Plan Services

Andrew Richmond

Trading Specialist
Serving DCM Clients since 2017

Support Team

Matt Gladbach, CFP®

Lead Investment Advisor
Serving DCM Clients since 2019

Advisor-Client Service Team

Mollie O’Brien

Client Services Associate
Serving DCM Clients since 2019

Advisor-Client Service Team

Nancy Wright

Accounting Manager
Serving DCM Clients since 2017

Support Team

Sandra Goad

Investment Operations Associate
Serving DCM Clients since 2019

Support Team

Alex Spainhoward, CFP®

Lead Financial Planner
Serving DCM Clients since 2019

Advisor-Client Service Team

Diane Farren, FPQP™

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

Advisor-Client Service Team

Collin Brinker, CFP®

Lead Financial Planner
Serving DCM Clients since 2020

Client Experience Team

Stephanie Bonenberger

Client Services Associate
Serving DCM Clients since 2020

Client Experience Team