Our Approach

Reliability… for every stage of life.

Financial Planning/Cash Flow Analysis

Investment Management

Retirement Strategies

Estate Planning

Generational Wealth Transfer

Charitable Intentions

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Our Team

Christopher J. Heekin, CFP®, CAP®

Managing Director,
Wealth Management Group

Ellis D. Hummel, CFP®

Senior Wealth Advisor & Principal

Keith H. Rennekamp, CFA, CFP®

Senior Wealth Advisor & Principal

Christopher M. Rowane, CFA

Senior Wealth Advisor & Principal

Edward A. Woods, CFA

Senior Wealth Advisor & Principal

Robert S. Groenke

Chief Executive Officer
Portfolio Manager & Principal

Vere W. Gaynor

Co-Founder, Director Emeritus, Portfolio Manager & Principal

W. Jeff Bahl

Senior Wealth Advisor & Principal

Eleanor K. Moffat, CFA

Senior Wealth Advisor & Principal

Andy C. Hagedorn

Senior Wealth Advisor & Principal

Maura A. Kelly, CFP®

Senior Wealth Advisor & Principal

Samuel L. Koopman, CFP®

Senior Wealth Advisor & Principal

Derrick C. Kihembo, CFA

Associate Portfolio Manager/
Senior Trader

Charles A. Pettengill, CFA

Board Chairman
Portfolio Manager & Principal

James E. Russell, Jr., CFA

Senior Wealth Advisor & Principal

Scott D. Rodes, CFA

Senior Wealth Advisor & Principal

John B. Schmitz, CFA

Senior Wealth Advisor & Principal

J. Eric Strange, CFA

Senior Wealth Advisor & Principal

Christian R. Wing

Senior Wealth Advisor

Michael M. Del Prince, MST, CFP®

Wealth Advisor

Grant E. Cooper, CFA, CFP®

Wealth Advisor

S. Nick Brown, CFP®

Principal & Senior Financial Planner

Karen M. Nimmo, FPQP®

Financial Planning Analyst

Chrissy Pan, CFP®

Financial Planning Analyst

Kelsey M. Flannery, CFP®

Wealth Management Analyst

Matthew J. Carroll, CFP®

Wealth Management Analyst

Christopher A. Guy

Wealth Management Analyst

Shane Farmer

Wealth Management Analyst

Jack Langenderfer

Wealth Management Analyst

Katie Walsh

Wealth Management Analyst

Alex Averbeck

Portfolio Administrator

Wendy Kroner

Lead Portfolio Administrator

Deborah A. Bath

Portfolio Administrator

Nick Butler

Portfolio Administrator

Patricia Evans

Portfolio Administrator

Linda Hughes

Portfolio Administrator

Amy Kohn

Portfolio Administrator

Joan Mastin

Portfolio Administrator

Kyle Neises

Portfolio Administrator

Janice Pack

Portfolio Administrator

Jamie Pieper

Portfolio Administrator

Sherry Saunders

Portfolio Administrator

Mary Ann Webb

Portfolio Administrator

Eric Aber, CFA

Director of Software & Automation

Kit Andrews

Marketing & Communications Coordinator

Jenelle M. Armstrong

Chief Adminstrative Officer

Scott Bucker

Director of Operations

Theresa A. Donohoe

Senior Trader

Jared Hatfield

Trader

Addison Hobbs, CPA

Director, Financial Reporting

Karen A. Hollstegge

Senior Accounting Administrator

Derrick C. Kihembo, CFA

Associate Portfolio Manager/
Senior Trader

Christina M. Lannan

Accounting Administrator

Shelly E. Reilly

Senior Account Specialist

Tita A. Rogers, IACCP

Chief Compliance Officer

Jessica Sandlin

Compliance Administrator

Linda Snyder

Receptionist

Michael Trimble

Account Specialist

Glenn D. Warden

Chief Technology Officer

Extraordinary personal attention: that’s what I believe we do best. Add our deep investment knowledge and planning expertise and you have Bahl & Gaynor.

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