ORGEL WEALTH MANAGEMENT - Key Persons
Job Titles:
- Chief Investment Officer
- Principal
- Chief Investment Officer, Principal, CFA, CAIA, CFP®
Aaron serves as Chief Investment Officer at Orgel Wealth Management, assisting our clients through the oversight of investment manager due diligence, portfolio management, and economic research. He brings over 20 years of industry experience in research and institutional consulting. Prior to joining Orgel Wealth Management, Aaron served as Director of Asset Manager Research at Robert W. Baird & Co. in Milwaukee.
Aaron earned his Bachelor of Arts degree in economics from the University of Wisconsin - Madison and Master of Business Administration degree from the University of Chicago Booth School of Business. Aaron holds the Chartered Financial Analyst® designation, the Chartered Alternative Investment Analyst designation, and the CERTIFIED FINANCIAL PLANNER™ certification.
Job Titles:
- Senior Relationship Associate
- Senior Relationship Associate, CFA, CFP®
Adam serves as a Senior Relationship Associate at Orgel Wealth Management and assists our clients with investment strategy development, investment portfolio analysis, portfolio management, and comprehensive financial, estate, and insurance planning. Adam previously served as a Financial Analyst for over six years with two publicly traded companies.
Adam earned his Bachelor of Business Administration degrees in Finance and Risk Management from the University of Wisconsin - Madison. He holds the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNER™ certification.
Job Titles:
- Assistant
- Senior Executive
Job Titles:
- Managing Director
- Member of the Comprehensive Wealth Management Team
- Principal
Ben serves as Managing Director at Orgel Wealth Management. He has over 23 years of industry experience, providing portfolio design, investment research, and relationship management for individuals and businesses. Ben previously served as an investment portfolio manager for U.S. Bancorp.
Ben earned his Bachelor of Arts degree in finance from the University of St. Thomas and Master of Business Administration degree from the Carlson School of Management at the University of Minnesota - Twin Cities. Ben holds the Chartered Financial Analyst® designation.
Job Titles:
- Chief Administrative Officer
- Principal
Chris serves as the Chief Administrative Officer at Orgel Wealth Management, providing leadership to the team that assists Relationship Managers serving our clients. Prior to joining Orgel Wealth Management, Chris practiced law for over five years, focusing on the financial services industry.
Chris earned his Bachelor of Arts degrees in economics and political science from the University of Wisconsin - Madison, graduating with distinction. He received his Master of International Public Affairs from the Robert M. La Follette School of Public Affairs at the University of Wisconsin - Madison. Chris also holds a Juris Doctor from The George Washington University Law School, where he graduated first in his class and served as Editor-in-Chief of The George Washington Law Review.
*Not authorized to practice law in Wisconsin. Orgel Wealth Management does not provide legal advice.
Crissy serves as a Tax Planning Specialist at Orgel Wealth Management, assisting our individual and business clients by collaborating with their tax and accounting team to facilitate tax efficient planning solutions. Prior to joining Orgel Wealth Management, Crissy had seven years of public accounting experience, most recently as a tax manager with a Big 4 international public accounting firm.
Crissy earned her Bachelor of Science degree in international economics and her Bachelor of Business Administration degree in legal studies in business from the University of St. Thomas. Crissy also holds a Juris Doctor from the University of St. Thomas School of Law. During this time, Crissy served as Senior Editor and Treasurer for the St. Thomas Journal of Law and Public Policy.
Dale serves the greater La Crosse area as Market Director, helping clients access Orgel Wealth Management's financial services through his local presence.
Dale has 36 years of experience in the banking industry, with a specialty in closely held business consultation and lending solutions. Through a consultative approach, Dale utilizes his experience to help businesses and individuals understand lending options and reach their financial goals.
Job Titles:
- Senior Relationship Associate
Job Titles:
- Senior Client Service Associate
Job Titles:
- Member of the Comprehensive Wealth Management Team
- Senior Relationship Manager, Principal, CFP®, CDFA®
Donna serves as Senior Relationship Manager at Orgel Wealth Management and leads the Firm's comprehensive financial planning team. Donna provides investment portfolio management and personalized financial and tax planning services to our clients. She has over 38 years of experience in financial, retirement, estate, college saving and tax planning. Prior to joining Orgel Wealth Management, Donna served as a senior wealth advisor for a national wealth advisory firm and as a tax manager.
Donna earned her Bachelor of Business Administration degree in accounting from the University of Wisconsin - Eau Claire, graduating with honors. She holds a CERTIFIED FINANCIAL PLANNER™ certification and the Certified Divorce Financial Analyst® designation.
Job Titles:
- Senior Relationship Manager, Principal
Evan serves as Senior Relationship Manager at Orgel Wealth Management, assisting our clients through relationship management, investment strategy development, and comprehensive financial, estate, and insurance planning. Evan also works with business owners who are developing succession plans, selling their business, and acquiring business assets. Evan has over 13 years of experience in the financial services industry, having previously worked as a research associate at RBC Wealth Management, LLC, performing research, trading, and managing portfolios.
Evan earned his Bachelor of Arts degree in finance from the University of St. Thomas. Evan holds the Chartered Financial Analyst® designation.
Job Titles:
- Senior Client Service Associate
Job Titles:
- Principal
- Relationship Manager
- Relationship Manager, Principal, CFP®
Geoff serves as Relationship Manager at Orgel Wealth Management and has over 14 years of experience assisting our clients through relationship management, investment strategy development, and comprehensive financial, estate, and insurance planning.
Geoff earned his Bachelor of Business Administration degrees in economics and finance from the University of Wisconsin - Eau Claire. Geoff holds a CERTIFIED FINANCIAL PLANNER™ certification. While attending the University of Wisconsin - Eau Claire, Geoff was a four-time letter recipient and two-time captain for the Blugolds men's basketball team.
Job Titles:
- Client Service Integrator
Job Titles:
- Associate
- Relationship Associate
Jack serves as a Relationship Associate at Orgel Wealth Management and assists our clients with investment strategy development, investment portfolio analysis, portfolio management, and comprehensive financial, estate, and insurance planning. Prior to joining Orgel Wealth Management, Jack worked for over five years in the financial services industry, including serving clients at a national advisory firm and performing investment research.
Jack earned his Bachelor of Arts degree in business administration with a concentration in finance from Concordia College in Moorhead, Minnesota. He also holds the Chartered Financial Analyst® designation.
Job Titles:
- Senior Participant Education Specialist
Job Titles:
- AIF®, MBA / Director of Retirement Plan Services, Principal
Job Titles:
- Chairman
- Founder
- Member of the Comprehensive Wealth Management Team
- Principal
Job Titles:
- Assistant
- Senior Executive
Job Titles:
- Investment Operations Analyst
Job Titles:
- Estate Planning Specialist
Job Titles:
- Senior Participant Education Specialist
Job Titles:
- Estate Planning Specialist, Principal
Job Titles:
- Senior Investment Operations and Trading Analyst
Job Titles:
- Relationship Manager
- Relationship Manager, CFP®
Ron serves as a Relationship Manager at Orgel Wealth Management and has over 22 years of experience assisting clients through portfolio management, investment strategy development, and comprehensive financial, estate, and insurance planning. Prior to joining Orgel Wealth Management, Ron served as a Senior Financial Advisor for a national wealth advisory firm.
Ron earned his Bachelor of Science degree in organizational management from Viterbo University, graduating Magna Cum Laude, and a Master of Business Administration degree from the University of South Dakota. Ron also holds a CERTIFIED FINANCIAL PLANNER™ certification.
Job Titles:
- Member of the Comprehensive Wealth Management Team
- Senior Relationship Manager, Principal
Job Titles:
- Participant Education Specialist
Troy J. Mertens - Chief Compliance Officer, COO
Job Titles:
- Chief Compliance Officer
- Chief Operating Officer
- Principal
Job Titles:
- Senior Relationship Associate