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


















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
- Advisor-Client Service Team
- Investment Policy Team
- 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
- Client Experience Team
Marvin Wright, CPA, CFP®
Chief Financial Officer & Investment Advisor
Serving DCM Clients since 2014
- Advisor-Client Service Team
- 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
- Advisor-Client Service Team
Blake Alsman, CFP®
Investment Advisor & VP of Enablement
Serving DCM Clients since 2013
- Advisor-Client Service Team
Beth Dietsch, CRPC®, FPQP™
Investment Advisor
Serving DCM Clients since 2001
- Advisor-Client Service Team
- Advisor-Client Service Team
Steve Obenchain
Supervisor of Portfolio Support Services
Serving DCM Clients since 2014
- Support Team
- 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
- 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
- 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
- Advisor-Client Service Team
Mollie O’Brien
Centralized Client Services Specialist
Serving DCM Clients since 2019
- Advisor-Client Service Team
- 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