Our Team2022-09-23T20:02:33-04:00

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 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.

Carol Wildermuth

Partner

Carol Wildermuth

Partner

Carol Wildermuth has over 30 years of experience in financial services and has founded multiple financial firms. She serves as a board member on the Wildermuth 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 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.

Nick Fleig

Portfolio Analyst

Nick Fleig

Accounting Analyst

Nick Fleig is a Portfolio Analyst for Wildermuth Advisory focused on the valuation and monitoring of current portfolio investments. Nick specializes in financial statement analysis, fund accounting, and valuation. Prior to joining Wildermuth Advisory, Nick worked in the Risk and Financial Advisory group of a Big 4 public accounting firm. He received his Bachelors in Accounting and Masters in Accounting from the University of Florida. He has earned the right to the Certified Public Accountant (CPA) designation and is a member of the Florida AICPA.

Heather Lopez

Associate Operations Manager

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

Senior Marketing 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.

Beth Holbrook

Operations Manager

Beth Holbrook

Operations Associate

Beth Holbrook (IACCP®) is an Operations Associate for Wildermuth Advisory assisting with daily operations including compliance and communications responsibilities. Ms.Holbrook has earned the right to the Investment Adviser Certified Compliance Professional (IACCP®) designation.

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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

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.

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Carol Wildermuth

President

Peter Zucco

Senior Vice President

Peter Zucco

Senior Vice President

Peter Zucco is a seasoned financial professional with nearly 25 years of experience.  In the early stages of his career, Peter was a financial advisor with a top wirehouse firm before joining one of the largest independent broker dealers.  In 2000, Peter joined an organization that was a pioneer in the alternative investments space where his team ranked number one in sales for three years in a row.  During his career, Peter has developed extensive experience in alternative investments including non-traded REITs, interval funds, and 1031 exchanges.  He has enjoyed educating and collaborating with some of the top financial advisors in the country.  In 2018, Peter founded an insurance general agency which he grew and then sold in 2021.  In his free time, Peter enjoys boating, playing tennis, and spending time with his children.

Steven Saulque

Associate Vice President

Steven Saulque

Associate Vice President

Steven Saulque is an accomplished financial services professional with over 20 years of experience in the industry, providing value to financial advisors by helping them with best practices, customized asset allocation models, and individual portfolios for their clients.  In 1999, Steven began his career as a financial advisor with Morgan Stanley in 1999, followed by various other financial advisor firms.  Steven also has vast experience as an internal, external, and hybrid wholesaler in the public and private alternative investments space.