Evansville, IN NW 1st St Office

Brandon Roop is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Donaldson Capital Management LLC since 2010. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct tailored income- and growth-oriented portfolios, serving a diverse client base that includes retirement-plan fiduciary services and institutional entities.

James Roberts is a financial advisor at Donaldson Capital Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Donaldson Capital Management in 2025, he held various roles in technology and logistics firms. Donaldson Capital Management serves a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm employs a model-driven investment approach using proprietary portfolio strategies and provides services such as investment management, financial planning, and retirement-plan fiduciary engagements.

Robert Quick is a financial advisor at Donaldson Capital Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience with Apex Group Ltd., Gottco, the University of Evansville, and served in the United States Air Force for eleven years. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to manage income- and growth-oriented portfolios, serving a diverse client base that includes retirement-plan fiduciary services and institutional entities.

Matthew Effinger is a financial advisor at Donaldson Capital Management LLC with four years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at USA Financial Securities and Hentrup Financial Group. Donaldson Capital Management serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering investment management through proprietary portfolio strategies and fiduciary services for retirement plans. The firm emphasizes a model-driven approach focused on dividend-paying equities and fixed income, combining pooled-vehicle management with retirement-plan services.

Matthew Bernhardt is a financial advisor at Donaldson Capital Management LLC with 12 years of industry experience. He holds the Series 66 designation and has been with Donaldson Capital Management since 2015. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and a combination of fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, serving a diverse client base that includes retirement plans, banking institutions, and insurance companies.

Bryce Turner is a financial advisor at Donaldson Capital Management LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Summit Financial Group and Northwestern Mutual. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, serving a diverse client base that includes less-common institutional areas such as retirement-plan fiduciary services and sub-advisory roles for collective investment trusts.

Andrew Richmond is a financial advisor at Donaldson Capital Management LLC in Evansville, IN, holding a Series 65 designation with five years of industry experience. He has been with Donaldson Capital Management since 2017 and previously worked at Meuth ReNewvations while completing his studies. Donaldson Capital Management offers investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to tailor income- and growth-oriented portfolios, serving a diverse client base that includes banking institutions, insurance companies, and municipal plan sponsors.

Matthew Wright is a financial advisor at Donaldson Capital Management LLC in Evansville, IN, holding a Series 65 designation with four years of industry experience. Prior to joining Donaldson Capital Management in 2021, he worked with Evansville Vanderburgh School Corporation and AstraZeneca/Bristol-Myers Squibb. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to create portfolios tailored to income needs and risk tolerance, while also serving unique institutional clients such as retirement-plan sponsors and banking institutions.

Kira Vaal is a financial advisor at Donaldson Capital Management LLC in Evansville, IN, holding a Series 65 designation with six years of industry experience. She has been with Donaldson Capital Management since 2014. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, serving a diverse client base that includes retirement plans, banking institutions, and municipal plan sponsors.

Gregory Donaldson is a financial advisor with Donaldson Capital Management LLC in Evansville, IN, holding 27 years of industry experience. He has been with Donaldson Capital Management since 1994. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and a combination of fundamental, technical, and statistical analysis to construct income- and growth-oriented portfolios, serving a diverse client base that includes retirement-plan fiduciary roles and institutional entities such as banking and insurance companies.

John Keach is a financial advisor at Donaldson Capital Management LLC in Evansville, IN, holding a Series 65 designation with 12 years of industry experience. He has been with Donaldson Capital Management since 2012. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct portfolios tailored to clients’ income needs and risk tolerance, serving a diverse client base that includes retirement plans, banking institutions, and municipal sponsors.

Warren Ward is a Certified Financial Planner® at Donaldson Capital Management LLC with 26 years of industry experience. He previously worked at Wwa Investing & Planning for eight years prior to joining Donaldson Capital Management in 2024. Outside of his advisory role, Mr. Ward serves as an elder at First Presbyterian Church and coordinates the Jazz Series for the Columbus Indiana Philharmonic. Donaldson Capital Management provides investment management and financial planning services to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm employs a model-driven, proprietary approach focused on dividend-paying equities and fixed income, offering both discretionary and non-discretionary portfolio management along with fiduciary retirement-plan services.

Derek Riddle is a financial advisor at Donaldson Capital Management LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade Investment Management, TD Ameritrade, Scottrade, and SS&C Technologies. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to create income- and growth-oriented portfolios, serving a diverse client base that includes retirement-plan fiduciary services and institutional entities.

Jason Hall is a financial advisor at Donaldson Capital Management LLC in Evansville, IN, with 15 years of industry experience. He has been with Donaldson Capital Management since 2014 and holds the Series 63 and Series 66 designations. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis, serving a diverse client base that includes retirement-plan fiduciary roles and institutional entities such as banking and insurance companies.

Zachary Chavira is a financial advisor with Donaldson Capital Management LLC in Evansville, IN, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has worked at Donaldson Capital Management since 2017 and previously at Ameriprise Financial Services from 2015 to 2017. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to construct portfolios tailored to client income needs and risk tolerance, also offering specialized fiduciary services and sub-advisory roles to collective investment trusts.