We look for the best talent in our industry and are very selective in our hiring.
The entire Bedel Financial team brings experience, industry knowledge, and well-honed skills to the firm. We are proud to have Certified Investment Management Analyst (CIMA®), Certified Financial Planner™ practitioners (CFP®), and Chartered Financial Analysts (CFA) on our team, reflecting our commitment to the profession. These designations are highly regarded as the most stringent certifications in their associated profession.
Choose a Team
Choose a Team
Elaine E. Bedel, CFP®
CEO
Executive on Loan
Evan D. Bedel, CFP®
President
Andriel Adams
Administrative Coordinator
Kate Arndt, CFP®
Wealth Advisor
Meredith Carbrey, CFP®
Sr. Wealth Advisor, Director
Marla Cline
Receptionist
Ryan A. Collier, CIMA®
Sr. Portfolio Manager and Director of Investment Management
David Crossman, CFA
Sr. Portfolio Manager
Missy Dennany
Operations Specialist and Investment Assistant
Cindy Garman
Administrative Coordinator
Alex Golding
Operations Specialist and Investment Assistant
Anthony Harcourt, CIMA®
Portfolio Manager
Amy K. House
Technology Manager &
Digital Marketing Specialist
Kathryn J. Hower, CFP®
Sr. Wealth Advisor and
Director of Financial Planning
Jonathan Koop, CFA
Sr. Portfolio Manager and
Manager of Investment Management
Sarah Mahaffa, CFP®
Sr. Wealth Advisor and
Manager of Financial Planning
Olivia Maynes, CFP®
Financial Planning Coordinator
Dominic Petrone
Data Analyst
Nick Rosebraugh
Operations Specialist and Investment Assistant
Mathew J. Ryan, MBA, CFP®, EA
Financial Planning Specialist
Austin Stagman, CIMA®
Portfolio Manager
Abby VanDerHeyden, CFP®
Wealth Advisor &
GenerationNeXt Team Leader
Cassi M. Vanderpool
Chief Operations Officer
Chris Wakefield
Creative Marketing Manager
Bill Wendling, CFA
Sr. Portfolio Manager and
Chief Investment Officer