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
Meredith Carbrey, CFP®
Sr. Wealth Advisor, Director
Ryan A. Collier, CIMA®
Vice President and Director of Investment Management
David Crossman, CFA
Sr. Portfolio Manager
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
Collin Knecht
Investment Analyst
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
Abby Presley, CFP®
Wealth Advisor &
GenerationNeXt Team Leader
Nick Rosebraugh, CFP®
Financial Planning Coordinator
Mathew J. Ryan, MBA, CFP®, EA
Financial Planning Specialist
Austin Stagman, CIMA®
Portfolio Manager
Kate Sullivan, CFP®
Wealth Advisor
Cassi M. Vanderpool
Chief Operations Officer
Chris Wakefield
Creative Marketing Manager
Bill Wendling, CFA
Sr. Portfolio Manager and
Chief Investment Officer