KilterHowling LLC

Daniel Gamache is a CFA® charterholder with 14 years of industry experience. He is currently a financial advisor at KilterHowling LLC and previously worked at Thornburg Investment Management, Quasar Distributors, Core Alternative Capital, IFAM Capital, IFM Capital Advisors, and UBS Financial Services. Outside of his advisory role, he served as Executive Director at Core Alternative Capital Fund. KilterHowling LLC serves individual and high-net-worth clients, charitable organizations, and retirement plans by providing discretionary asset management, retirement consulting, and participant-directed plan services. The firm uses model portfolios composed of ETFs, mutual funds, individual securities, and select third-party managers, with a focus on diversified equity and bond strategies that include ESG and individual-stock options.

William Stites is a CFA® charterholder with 11 years of industry experience. He has been with KilterHowling LLC since 2014, where he serves as one of three advisors at the firm’s Boulder, Colorado office. KilterHowling LLC provides discretionary portfolio management and retirement consulting to individuals, high-net-worth clients, charitable organizations, and participant-directed retirement plans. The firm primarily uses mutual funds and ETFs, supplemented by individual equities, bonds, alternative investments, and third-party managers, focusing on defined strategies such as global growth and capital preservation.

Trevor Schimschock is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at KilterHowling LLC. His prior experience includes roles at Northwestern Mutual Investment Services LLC, James Dreiling, Crestone Asset Management, Great West Investments, and Janus Henderson Investors. Outside of his advisory work, he owns WPSquared LLC, a company that holds real estate rental properties. KilterHowling LLC provides discretionary portfolio management and retirement consulting to individuals, high-net-worth clients, charitable organizations, and participant-directed retirement plans. The firm employs a range of investment strategies focused on mutual funds, ETFs, individual equities, bonds, and alternative investments, managing approximately $258 million in assets with a small team of three advisors.

Kreighton Bieger is a CFA® charterholder with 14 years of industry experience. He has been with KilterHowling LLC in Boulder, CO since 2014. KilterHowling LLC provides discretionary portfolio management and retirement consulting to individuals, high-net-worth clients, charitable organizations, and participant-directed retirement plans. The firm primarily uses mutual funds and ETFs, complemented by individual equities, bonds, alternative investments, and third-party managers, managing a substantial asset base with a small advisory team.

Dawneen Oehlerich is a financial advisor at KilterHowling LLC in Whitefish, MT, holding Series 63 and Series 65 credentials with 28 years of industry experience. She has worked at KilterHowling since 2016 and previously spent nine years at Alba Capital Management, LLC. KilterHowling LLC provides discretionary portfolio management and retirement consulting to individuals, high-net-worth clients, charitable organizations, and participant-directed retirement plans. The firm employs a range of investment strategies using mutual funds, ETFs, individual equities, bonds, and alternative investments, managing assets with a small advisory team across a relatively large asset base.