Skip to content

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.

For any client question or concern, our VP 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, CFA®

Portfolio Manager & Analyst
Serving DCM Clients since 2012

 

  • Investment Policy Team

Sarah Moore, CFP®

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

 

  • Advisor-Client Service Team
  • Client Experience 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™

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

 

  • Advisor-Client Service Team

Sara Williams, CSM®

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, FPQP™

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®, RICP®

Lead Financial Planner
Serving DCM Clients since 2019

 

  • Advisor-Client Service Team

Diane Farren, FPQP™

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

 

  • Advisor-Client Service Team

Collin Brinker, CFP®

Lead Financial Planner
Serving DCM Clients since 2020

 

  • Advisor-Client Service Team

Stephanie Bonenberger, FPQP™

Client Services Associate
Serving DCM Clients since 2020

 

  • Advisor-Client Service Team

Hope Mills

Client Services Associate
Serving DCM Clients since 2021

 

  • Advisor-Client Service Team

Derek Riddle, CRPC®

Associate Investment Advisor
Serving DCM Clients since 2021

 

  • Advisor-Client Service Team

Colby Decker

Trading Specialist
Serving DCM Clients since 2021

 

  • Support Team

Matthew Wright, CPA

Senior Financial Analyst
Serving DCM Clients since 2021

 

  • Support Team