Who We Are

Clients of Orgel Wealth Management are served by a dedicated team of wealth management advisors available to assist with each client’s unique goals and needs. In addition, clients can access the full resources and capabilities of the firm.

The Orgel Team

Comprehensive Wealth Management

Mark Orgel

Chairman and Founder, Principal

Samir A. Murty, CFA

Senior Relationship Manager, Principal

Benjamin Kanz, CFA, MBA

Managing Director, Principal

Donna Murr, CFP®, CDFA®

Senior Relationship Manager, Principal

Evan Nelson, CFA

Senior Relationship Manager, Principal

Geoff Probst, CFP®

Relationship Manager, Principal

Jonathan Ippel, CFP®, CIMA®

Relationship Manager, Principal

Ron DuCharme, CFP®, MBA

Relationship Manager

Dale Walter

Market Director

Peter Laird, JD

Market Director

Regina Butler, JD

Estate Planning Specialist, Principal

Brian Murray, CPA

Tax Planning Specialist

Mary Hiss, CFP®, CIMA®, CTS™

Financial Planner

Paul Clausen, CFP®, RICP®

Financial Planner

Adam Kern, CFA, CFP®

Senior Relationship Associate

Daniel Oliver

Senior Relationship Associate

Jack Gadberry, CFA

Senior Relationship Associate

Tyler Meyer, CFP®

Senior Relationship Associate

Josh Zahn, CFP®

Relationship Associate

Matthew Leach

Senior Financial Analyst

Client Service

Rebecca Raber, FPQP®

Client Service Manager

Dee Dee Bendriss, FPQP®

Senior Client Service Associate

Gail Brown, FPQP®

Senior Client Service Associate

Wendy Yohnk, FPQP®

Senior Client Service Associate

Afton Enervold

Client Service Associate

Cami Johnson, FPQP®

Client Service Associate

Heather Koss

Client Service Associate

Jackie Lowe

Client Service Associate

Shannon Mulhern

Client Service Associate

Gina Roznak-Michels

Client Service Integrator

Amanda Olson

Senior Executive Assistant

Nicole Curtis

Senior Executive Assistant

Erica Rocksvold

Executive Assistant

Jessica Lyga

Executive Assistant

Katie Alonge

Executive Assistant

Kim Gaier

Executive Assistant

Karla Fiedler

Administrative Assistant

Rachel Chabot

Administrative Assistant

Retirement Plan Services

Orgel Wealth Management employs a team dedicated to retirement plan services who partner with our wealth management and investment research teams to serve retirement plan sponsors and plan participants.

Mark Boser, AIF®, MBA

Director of Retirement Plan Services, Principal

Aaron Schueller, AIF®, QKA®

Retirement Plan Advisor

Kent Higley

Senior Participant Education Specialist

Peter Atkinson, FPQP®

Senior Participant Education Specialist

Tanner Thompson

Participant Education Specialist

Brian Mansky

Retirement Plan Analyst

Investment Research

Orgel Wealth Management employs a dedicated team who partners with our wealth management professionals to provide investment research and portfolio management.

Aaron Reynolds - Chief Investment Officer, Principal

Firm Administration

Troy J. Mertens - Chief Operating Officer, Chief Compliance Officer, Principal