OUR PEOPLE
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OUR investment & operations PEOPLE


Greg Donaldson

Founder &
Chairman of the Board

Serving DCM Clients since 1994

Phone: 812.421.3206
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Mike Hull

President &
Senior Portfolio Manager

Serving DCM Clients since 1997

Phone: 812.421.3200
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Rick Roop

Senior Portfolio Manager

Serving DCM Clients since 2001

Phone: 812.421.3205
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Randy Alsman

Senior Portfolio Manager

Serving DCM Clients since 2008

Phone: 812.421.3208
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Joe Zabratanski

Chief Investment Officer
& Senior Portfolio Manager

Serving DCM Clients since 2011

Phone: 847.518.5090
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Kyle Markle, CFP®

Chief Investment Officer
& Sr. Portfolio Manager

Serving DCM Clients since 2008

Phone: 812.402.7289
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Brandon Roop, CFP®, CRPS®

VP of Institutional Services
& Sr. Portfolio Manager

Serving DCM Clients since 2010

Phone: 812.402.7293
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Jim Williamson

Portfolio Manager

Serving DCM Clients since 2012

Phone: 404.550.5690
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Marvin Wright, CPA, CFP®

Chief Financial Officer
& Senior Portfolio Manager

Serving DCM Clients since 2014

Phone: 812.421.3203
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Ron Patberg
, CFP®

Senior Portfolio Manager &
Business Development Coach

Serving DCM Clients since 2014

Phone: 812.343.4580
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JK Keach

Portfolio Manager

Serving DCM Clients since 2012

Phone: 812.402.7287
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Blake Alsman
, CFP®

Portfolio Manager

Serving DCM Clients since 2013

Phone: 812.402.7296
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Kim Schultz, CRPC®

Portfolio Manager

Serving DCM Clients since 2010

Phone: 812.402.7292
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Jason Hall

Portfolio Manager

Serving DCM Clients since 2014

Phone: 812.402.1018
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Steve Obenchain

Supervisor of Portfolio Support Services

Serving DCM Clients since 2014

Phone: 812.421.3201
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Nathan Winklepleck, CFA®

Portfolio Manager
& Research Analyst

Serving DCM Clients since 2012

Phone: 812.421.3202
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Beth Dietsch, RP®

Associate Portfolio Manager

Serving DCM Clients since 2001

Phone: 812.421.3207
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Karen Caruso
, RP®

Client Services Manager

Serving DCM Clients since 2012

Phone: 812.402.7294
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Jennifer Decker
, RP®

Client Services Manager
& Employee Experience Manager

Serving DCM Clients since 2014

Phone: 812.402.1015
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Kira Vaal,
RP®

Client Services Manager

Serving DCM Clients since 2014

Phone: 812.402.7297
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Krista Nemeth
, RP®

Communications Manager

Serving DCM Clients since 2014

Phone: 812.402.1016
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Vickie Colford
, RP®

Client Services Manager

Serving DCM Clients since 2014

Phone: 812.402.1019
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Noel Miller
, RP®

Branding and Design Manager

Serving DCM Clients since 2010

Phone: 812.402.7290
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Ciavon Hartman, RP®

Vice-President of Client Experience
& Chief Compliance Officer

Serving DCM Clients since 2002

Phone: 812.421.3204
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Lydia Taylor, RP®

Business Information Manager

Serving DCM Clients since 2013

Phone: 812.402.7291
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Matt Bernhardt
, RP®

Client Services Manager

Serving DCM Clients since 2015

Phone: 812.402.1017
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Preston May

Research Analyst

Serving DCM Clients since 2015

Phone: 812.421.3203
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Jessica Klostermann
, RP®

Client Services Manager

Serving DCM Clients since 2015

Phone: 812.421.3211
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Bryce Duncan

Portfolio Support Services Anaylst

Serving DCM Clients since 2016

Phone: 812.421.3211
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Brooks Corn

Client Services Manager

Serving DCM Clients since 2017

Phone: 812.421.3211
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Zachary Chavira

Institutional Services Relationship Manager

Serving DCM Clients since 2017

Phone: 812.421.3211
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