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Who We Are

Clients of Orgel Wealth Management are served by a dedicated team 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

Relationship Manager, Principal

Geoff Probst, CFP®

Relationship Manager

Jonathan Ippel, CFP®, CIMA®

Relationship Manager

Chris Meeks, JD

Relationship Support Manager

Regina Butler, JD

Estate Planning Specialist

Brian Murray, CPA

Tax Planning Specialist

Mary Hiss, CFP®, CTS

Financial Planner

Chris Paulson

Relationship Associate

Hilary Sweeney, CFP®

Relationship Associate

Adam Kern, CFA

Relationship Associate

Mason Kucera

Relationship Associate

Daniel Oliver

Relationship Associate

Tanner Thompson

Relationship Associate

Client Service

Rebecca Raber, FPQP

Client Service Manager

Dee Dee Bendriss, FPQP

Senior Client Associate

Laura Getzin, FPQP

Senior Client Associate

Wendy Yohnk, FPQP

Senior Client Associate

Karla Fiedler

Client Associate

Shannon Mulhern

Client Associate

Amanda Olson

Executive Assistant

Erica Rocksvold

Executive Assistant

Katie Alonge

Executive Assistant

Sarah Roach

Executive 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

Kent Higley

Senior Retirement Plan Specialist

Peter Atkinson, FPQP

Senior Financial Education Specialist

Investment Research

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

Aaron Reynolds, CFA, CAIA, CFP®, MBA

Chief Investment Officer, Principal

Rob Spaeth, CFA, CMT

Research Analyst

Ryan Zywotko, CFA, CMT

Research Analyst

Firm Administration

Troy J. Mertens

Chief Operating Officer, Chief Compliance Officer, Principal

Lori Trowbridge

Human Resources Manager