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