Our Team2021-05-19T14:48:04-04:00

OUR TEAM

Wildermuth Wealth delivers meaningful advisory and asset management services.

Meet the team at the heart of the Wildermuth family of companies.

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Wildermuth Advisory

Wildermuth Wealth Atlanta Our Team Daniel Wildermuth

Daniel Wildermuth

Chief Executive Officer & Chief Investment Officer

Daniel Wildermuth

Chief Investment Officer

Daniel Wildermuth is the founder and CEO of multiple financial services firms including Wildermuth Asset Management, a money management firm administering over 20 equity, fixed income and alternative portfolio strategies and investment solutions for retail and institutional investors; Wildermuth Advisory, LLC, an institutional fund advisor; and Wildermuth Securities, a fund distribution brokerage firm. Mr. Wildermuth serves as Chief Investment Officer for Wildermuth Advisory and Wildermuth Asset Management.

Over the past 25 years, Mr. Wildermuth has been a pioneer in the adaption of the Endowment Investment approach to the needs of individual investors. Daniel’s success and insightful approach has garnered media coverage from Barron’s, Investment News, Forbes Magazine, Family Office Magazine, CNBC, Bravo TV, Dow Jones Newswire, and other financial market news outlets.  McGraw-Hill has published his two books outlining the approach (Wise Money: Minimizing Your Risk and Increasing Your Control & How to Keep and Grow Your Retirement Assets) that more fully explains applying the strategy to individual accounts. In his monthly newsletter, his comments on markets and potential future directions are syndicated nationally by news services and advisors. He speaks frequently at industry conferences and events and is often quoted as an expert in the fields of alternative investments, the stock market, and the general economy.

Mr. Wildermuth earned an MBA in Finance from Anderson School at UCLA and an undergraduate degree in engineering from Stanford University. He graduated in the top 2 percent and 15 percent of classes, respectively.

Wildermuth Wealth Atlanta Our Team Carol Wildermuth

Carol Wildermuth

Chief Financial Officer

Carol Wildermuth

President

Carol Wildermuth has over 30 years of experience in financial services and has founded multiple financial firms. She currently serves as the President of Wildermuth Asset Management and Wildermuth Securities, the distributor of the Wildermuth Endowment Fund. She serves as the Chief Financial Officer of Wildermuth Advisory and also serves as a board member on the Wildermuth Endowment Fund. Prior to founding the companies, she supervised the Private Client Division of Lehman Brother’s Southeast Asia branch, with offices in Hong Kong and Singapore. Ms. Wildermuth graduated from Pacific Lutheran University with a B.A. in Economics.

Amanda Coetzee

Chief Compliance Officer

Amanda Coetzee

Chief Compliance Officer

Amanda Coetzee serves as the Chief Compliance Officer of Wildermuth Advisory and has spent approximately 30 years in banking and finance in South Africa and the U.S. She has previously overseen various operations of RIAs firms including account implementation, trading, billing, performance composites and regulatory oversight. In addition, she has overseen the development and implementation of multiple different software programs including proposal systems, endowment model portfolio programs, and payment systems as well as the integration of various industry standard software systems into a national firm’s daily operations. She currently holds her FINRA Series 7 and 66 securities registrations.

Candice Lightfoot

Chief Operating Officer

Candice Lightfoot

Chief Operating Officer

Candice Lightfoot has served as Chief Operating Officer of Wildermuth Advisory and Senior Vice President, Relationship Management of Wildermuth Securities. As COO, Ms. Lightfoot oversees the day-to-day operations of the firm and ensures that the organization, including its investment, client, risk and technology functions, have the necessary connectivity, coordination, and operating processes. She brings nearly 15 years’ experience in working across a broad range of financial disciplines including various types of asset classes and portfolio structures. Prior to joining the Wildermuth companies, Ms. Lightfoot worked as a Project Manager for Kalos Financial where she led a variety of firm-wide, interdepartmental and cross-functional projects.  She studied Accounting and Business Management at Damelin, formerly known as the Southern African Financial Institute in South Africa. She is a member of the Wildermuth Advisory Investment Committee and secretary of The Wildermuth Endowment Fund. She also serves as a board member of a private company, Clear Guide Medical, Inc. She currently holds her and FINRA Series 7 and 63 securities registrations.

Ryan Cummins

Portfolio Analyst

Ryan Cummins

Portfolio Analyst

Ryan Cummins is a Portfolio Analyst for Wildermuth Advisory focused on research and due diligence of alternative investments. He is a member of the Wildermuth Advisory Investment Committee. Mr. Cummins brings over a decade of experience in investment management. Throughout his career, he has held various institutional investment and finance positions at Cliffwater (a specialist consultant in alternative investments), Cantor Fitzgerald, Blackstone and hedge fund firms in New York City. Mr. Cummins has earned the right to the Chartered Financial Analyst (CFA) designation and is a member of the CFA society of Jacksonville.

Shane Zona

Private Markets Analyst

Shane Zona

Private Markets Analyst

Shane Zona is a Valuation Analyst for Wildermuth Advisory focused on the valuation and monitoring of current portfolio investments.  Shane specializes in financial statement analysis, industry research and valuing businesses and complex assets.  Prior to joining Wildermuth Advisory, Shane worked in the Forensic, Valuation and Litigation Support group of a large public accounting firm where he focused on valuations of businesses and complex assets and liabilities for a wide variety of engagements.  He received his Bachelors in Economics from Florida State University and Masters of Business Administration from the University of North Florida.

Heather Lopez

Investment Administrator

Heather Lopez

Investment Administrator

Heather Lopez is an Investment Administrator for Wildermuth Advisory assisting with daily operations, and various investment logistics and legal documents. She interfaces extensively with outside managers and business partners while keeping operations functioning smoothly. She graduated from the University of Mississippi.

Bejal Pattni

Business Development Associate

Bejal Pattni

Business Development Associate

Bejal Pattni is a Business Development Associate for Wildermuth Advisory conducting market research, identifying new business opportunities and managing various marketing initiatives. She graduated from the University of London Metropolitan.

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Wildermuth Asset Management

Wildermuth Wealth Atlanta Our Team Daniel Wildermuth

Daniel Wildermuth

Chief Executive Officer & Chief Investment Officer

Wildermuth Wealth Atlanta Our Team Carol Wildermuth

Carol Wildermuth

Co-Founder & Chief Financial Officer

Chrissy Lee

President & Chief Operating Officer

Chrissy Lee

Chief Operating Officer

Chrissy Lee serves as President for Wildermuth Asset Management, overseeing the day-to-day operations of the firm. Her key role is in implementing business operations, driving strategic growth, and executing firm-wide initiatives. She also serves as President and Chief Operating Officer for Kalos Capital and Kalos Management, overseeing the day-to-day operations of the firm, as well as working closely with advisors to help drive growth and a delivery of a world class service experience. Prior to serving as COO, Chrissy was the head of Investment Management, where she was overseeing all investment accounts, block trading, implementing portfolios, and maintaining all portfolio management data and reporting. Chrissy holds FINRA Series 7, 66, and 24 securities licenses

Ryan Cummins

Equity Analyst

Erik Setterlind

Vice President Investment Management

Erik Setterlind

Senior Vice President Investment Management

Erik Setterlind leads operations and oversees trading activities for various domestic and international equity and fixed income trading strategies used within the Fund’s publicly traded allocations. He brings nearly 20 years of industry experience as an equities, derivatives and fixed income trader and strategy implementer. Throughout his career, he has held various trading, investment committee member, and business development positions at Charles Schwab, E*TRADE and a local Atlanta brokerage firm. Erik earned an MBA from the University of Colorado-Denver and a bachelor’s degree in English from Colorado State University in Fort Collins. He holds Series 7 and 63 securities registrations.

Adam Smith

Investment Associate

Adam Smith

Investment Associate

Adam Smith analyzes security and sector performance; assesses comparative strategy and sector returns; and interprets index and strategy tracking divergence. He also advises the team on individual security and sector trading volume and provides recommendations on how to best optimize trading practices. Adam graduated from The University of Georgia with a B.S. in Finance and holds his Series 7 and Series 66 Licenses.

John Dillon

Chief Compliance Manager

John Dillon

Chief Compliance Manager

John has 30+ years’ experience in the financial services industry. He started his career as an examiner for the New York Stock Exchange where he worked for 12 years. He later worked for Citigroup and Morgan Stanley in New York City, and then moved to Atlanta in 2010 as the Chief Compliance Officer for FSC Securities/AIG Advisor Group.

John has extensive knowledge and hands on experience of all aspects of the independent broker dealer and advisory channel and particularly, supporting the advisors.

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Wildermuth Securities

Wildermuth Wealth Atlanta Our Team Carol Wildermuth

Carol Wildermuth

President

Dan Hinckle

SVP National Sales

Dan Hinckle

SVP National Sales

Dan has twelve years’ experience as a sales manager and director of institutional sales for 40-Act mutual funds. Dan lives in Philadelphia and serves the broader Northeast region including Pennsylvania, New York, New Jersey, Delaware, Maryland, and Virginia (north of Richmond), the Midwest, including Ohio, Michigan, Indiana, Illinois, Minnesota, and Wisconsin, and the Pacific North West, specifically California, Oregon and Washington. Dan’s responsibilities include National accounts/sales.

Mark Dziuba

SVP Business Development

Mark Dziuba

SVP Business Development

Mark has over 25 years’ experience in the financial services industry and has spent the last 14 years in business development. Mark holds FINRA Series 7, 63 and 65 Licenses and the Chartered Retirement Plans Specialist designation. Mark lives in Fair Play, South Carolina and serves the broader Southern United States including Alabama, Arizona, Colorado, Florida, Georgia, Iowa, Kansas, Kentucky, Louisiana, Mississippi, Missouri, Arkansas, Nebraska, New Mexico, North Carolina, Oklahoma, South Carolina, Tennessee, Texas, West Virginia and Virginia (Richmond and points south)