Orgel Wealth Management, LLC

Hannah King is a financial advisor at Orgel Wealth Management, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Ameriprise Financial Services, Royals Investment Fund, and Thompson Financial Transitions. She also has a background in education, having worked at Bethel University, Minnehaha Academy, and Parnassus Preparatory. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers a range of investment options including private and alternative investments.

Evan Nelson is a CFA® charterholder with 15 years of industry experience, currently serving at Orgel Wealth Management, LLC since 2013. He holds a Series 66 license and assists with investment analysis at Heartland Equity Management, LLC. Since 2024, he has been an uncompensated member of the Board of Directors for Venture Academy, a charter school in Chippewa Falls, WI. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and manages over $8 billion in regulatory assets through a multi-team platform.

Christopher Meeks is a financial advisor at Orgel Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at the U.S. Securities and Exchange Commission from 2012 to 2016. He has been with Orgel Wealth Management in various capacities since 2016. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay, utilizing a range of investment vehicles and offering ERISA fiduciary retirement-plan services.

Jon Laher is a financial advisor at Orgel Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Oakwood Bank, Marathon Cheese Corporation, and L & M Tree Farm. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation approach with tactical adjustments and serves clients through discretionary portfolio management, planning, and institutional consulting.

Adam Kern is a CFP® and CFA® with seven years of industry experience. He is currently an advisor at Orgel Wealth Management, where he has worked since 2019, following a prior role at Capital One Financial. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers services through discretionary portfolio management, planning, and institutional consulting.

Matthew Leach is a financial advisor at Orgel Wealth Management, LLC in Altoona, WI, holding a Series 65 designation with four years of industry experience. His prior work includes service in the U.S. Navy and roles at the University of Missouri - Kansas City and D.W. Elite Decks. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers a multi-team platform overseeing over $8 billion in assets, incorporating private and alternative investments when appropriate.

Donna Murr is a CFP® and holds a Series 65 license with 21 years of industry experience. She has been with Orgel Wealth Management, LLC since 2014. Outside of advising, she holds a minority ownership interest in a partnership that owns the real estate used by Orgel Wealth Management for its operations. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with tactical adjustments and offers a multi-team platform managing over $8 billion in assets.

Michael Eskridge is a CFA® charterholder with 19 years of industry experience. He has worked at Orgel Wealth Management since 2022 and previously spent 15 years with Wells Fargo Funds Distributor LLC. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers services through discretionary portfolio management, stand-alone planning, and institutional consulting.

Mark Orgel is a financial advisor with Orgel Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Orgel Wealth Management since 2013. Outside of his advisory role, he serves as an oversight member of Heartland Equity Management, LLC, which manages investment funds focused on majority interests in Upper Midwest companies. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers access to private and alternative investments, serving clients through discretionary portfolio management and institutional consulting.

Michael Fields is a financial advisor at Orgel Wealth Management, LLC, holding a Series 65 designation. He has been with Orgel Wealth Management since 2023 and has prior experience in banking and corporate roles. Orgel Wealth Management offers investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation approach with a tactical overlay and manages over $8 billion in assets through a multi-team platform.

Kent Higley is a financial advisor with Orgel Wealth Management, LLC in Altoona, WI, holding a Series 66 designation and 21 years of industry experience. He has been with Orgel Wealth Management since 2013. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation approach with a tactical overlay and offers a multi-team platform managing over $8 billion in assets, including access to private and alternative investments for qualified investors.

Ronald Ducharme is a financial advisor at Orgel Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services, Schmocker Financial Services, and Commonwealth Financial Network. Orgel Wealth Management serves individuals, families, and institutional clients through investment management, financial planning, and retirement-plan consulting. The firm employs a disciplined strategic asset-allocation approach with a tactical overlay and offers access to private and alternative investments within a multi-team platform managing over $8 billion in assets.

Benjamin Kanz is a CFA® charterholder with 16 years of industry experience. He has been with Orgel Wealth Management, LLC since 2013. Kanz holds a minority ownership interest in a partnership that owns the real estate used by Orgel Wealth Management for its operations. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers access to private and alternative investments through its multi-team platform managing over $8 billion in regulatory assets.

Samir Murty is a CFA® charterholder with 21 years of industry experience. He has been with Orgel Wealth Management, LLC since 2013. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm uses a disciplined strategic asset-allocation framework with a tactical overlay and incorporates private and alternative investments when appropriate.

Aaron Schueller is a financial advisor at Orgel Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Accel Wealth Management, Bankers' Bank, LPL Financial, and American Trust Retirement. Orgel Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, families, and institutional clients. The firm employs a disciplined strategic asset-allocation framework with a tactical overlay and offers access to private and alternative investments for qualified investors.