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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

Mark Orgel

Chairman and Founder, Principal
Samir A. Murty - Senior Relationship Manager, Principal

Samir A. Murty, CFA

Senior Relationship Manager, Principal
Benjamin Kanz - Managing Director, Principal

Benjamin Kanz, CFA, MBA

Managing Director, Principal
Donna Murr - Senior Relationship Manager, Principal

Donna Murr, CFP®, CDFA®

Senior Relationship Manager, Principal
Evan Nelson - Relationship Manager, Principal

Evan Nelson, CFA

Relationship Manager, Principal
Geoff Probst - Relationship Manager, Principal

Geoff Probst, CFP®

Relationship Manager, Principal
Jonathan Ippel - Relationship Manager, Principal

Jonathan Ippel, CFP®, CIMA®

Relationship Manager, Principal
Chris Meeks - Chief Administrative Officer, Principal

Chris Meeks, JD

Chief Administrative Officer, Principal
Olivia Newland - Estate Planning Specialist

Olivia Newland, JD

Estate Planning Specialist
Regina Butler - Estate Planning Specialist

Regina Butler, JD

Estate Planning Specialist
Brian Murray - Tax Planning Specialist

Brian Murray, CPA

Tax Planning Specialist
Crissy Collins - Tax Planning Specialist

Crissy Collins, JD

Tax Planning Specialist
Hilary Sweeney - Relationship Associate

Hilary Sweeney, CFP®

Relationship Associate
Adam Kern - Relationship Associate

Adam Kern, CFA

Relationship Associate
Daniel Oliver - Relationship Associate

Daniel Oliver

Relationship Associate
Mason Kucera - Relationship Associate

Mason Kucera

Relationship Associate
Tanner Thompson - Relationship Associate

Tanner Thompson

Relationship Associate

Client Service

Rebecca Raber - Client Service Manager

Rebecca Raber, FPQP

Client Service Manager
Dee Dee Bendriss - Senior Client Associate

Dee Dee Bendriss, FPQP

Senior Client Associate
Laura Getzin - Senior Client Associate

Laura Getzin, FPQP

Senior Client Associate
Wendy Yohnk - Senior Client Associate

Wendy Yohnk, FPQP

Senior Client Associate
Afton Enervold - Client Associate

Afton Enervold

Client Associate
Gail Brown - Client Associate

Gail Brown

Client Associate
Karla Fiedler - Client Associate

Karla Fiedler

Client Associate
Shannon Mulhern - Client Associate

Shannon Mulhern

Client Associate
Amanda Olson - Executive Assistant

Amanda Olson

Executive Assistant
Erica Rocksvold - Executive Assistant

Erica Rocksvold

Executive Assistant
Katie Alonge - Executive Assistant

Katie Alonge

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 - Director of Retirement Plan Services, Principal

Mark Boser, AIF®, MBA

Director of Retirement Plan Services, Principal
Kent Higley - Senior Retirement Plan Specialist

Kent Higley

Senior Retirement Plan Specialist
Peter Atkinson - Senior Financial Education 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 - Chief Investment Officer, Principal

Aaron Reynolds, CFA, CAIA, CFP®, MBA

Chief Investment Officer, Principal
Rob Spaeth - Senior Investment Operations and Trading Analyst

Rob Spaeth, CFA, CMT

Senior Investment Operations and Trading Analyst
Ryan Zywotko - Research Analyst

Ryan Zywotko, CFA, CMT

Research Analyst

Firm Administration

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

Troy J. Mertens

Chief Operating Officer, Chief Compliance Officer, Principal
Lori Trowbridge - Human Resources Manager

Lori Trowbridge

Human Resources Manager