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, 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 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)