Carol Wildermuth has over 30 years of experience in financial services and has founded multiple financial firms. She currently serves as the Chief Financial Officer of Wildermuth Advisory and President of Wildermuth Securities, the distributor for the Wildermuth Endowment Fund.

She 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.

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, Virginia (north of Richmond).

Mark has twenty-four years’ experience in the industry and has spent the last ten years in business development.  Mark lives in Fair Play, South Carolina and serves the broader Southeast including North Carolina, South Carolina, Georgia, Florida, Virginia (south of Richmond), West Virginia, Kentucky, Tennessee, Alabama, Mississippi, Louisiana, Arkansas, Oklahoma and Texas, Ohio, Indiana, Illinois, Michigan and the New England states.