Orgel Wealth Management Employee Directory

Orgel Wealth Management corporate office is located in 2420 Rivers Edge Dr, Altoona, Wisconsin, 54720, United States and has 51-200 employees.

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orgel wealth management

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orgel wealth

Employees by Department

Departments

Number of employees

Finance

Operations

Sales

Information Technology

Human Resources

Engineering & Technical

Legal

Key Employees of Orgel Wealth Management

CG
Carrie Groseth
Controller
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Orgel Wealth Management Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Orgel Wealth Management

Hundreds of professionals searching for Orgel Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

AO
Amanda Olson
Email Direct
Senior Executive Assistant
United States , Wisconsin , Altoona

RR
Rebecca Raber
Email Direct
Client Service Manager
United States , Wisconsin , Altoona

MP
Mary Pocock
Email Direct
Client Service Associate
United States , Wisconsin , Altoona

TT
Tanner Thompson
Email Direct
Senior Relationship Associate
United States , Wisconsin , Altoona

AR
Aaron Reynolds
Email Direct
Director of Asset Manager Research
United States , Wisconsin , Altoona

RD
Ronald DuCharme
Email Direct
Relationship Manager
United States , Wisconsin , Altoona

AS
Amanda Salwasser
Email Direct
Manager, Client Experience
United States , Wisconsin , Altoona

AR
Aaron Rott
Email Direct
Manager, Compliance
United States , Wisconsin , Altoona

SO
Sarah Oliver
Email Direct
Manager, Communications
United States , Wisconsin , Altoona

MB
Mark Boser
Email Direct
Director, Retirement Plan Services & Principal
United States , Wisconsin , Altoona

BK
Benjamin Kanz
Email Direct
Senior Relationship Manager & Principal
United States , Wisconsin , Altoona

SR
Susan Rud
Email Direct
Manager, Database
United States , Wisconsin , Altoona

SM
Samir Murty
Email Direct
Senior Relationship Manager
United States , Wisconsin , Altoona

WM
William Melcher
Email Direct
Financial Planning Associate
United States , Wisconsin , Altoona

ER
Erica Rocksvold
Email Direct
Executive Assistant
United States , Wisconsin , Altoona

TL
Tjorven Landwehr
Email Direct
Production Designer
United States , Wisconsin , Altoona

JI
Jonathan Ippel
Email Direct
Principal
United States , Wisconsin , Altoona

JL
Jacilyn Lowe
Email Direct
Client Service Associate
United States , Wisconsin , Altoona

LT
Lori Thoennes
Email Direct
Manager, Human Resources
United States , Wisconsin , Altoona

CW
Courtney Wanish
Email Direct
Senior Operations Associate
United States , Wisconsin , Altoona

BR
Bryan Reynolds
Email Direct
Manager, Ai & Ml Innovation
United States , Wisconsin , Altoona

AK
Adam Kern
Email Direct
Relationship Manager
United States , Wisconsin , Altoona

NM
Nicole Mateski
Email Direct
Manager, Business Systems & Analytics
United States , Wisconsin , Altoona

TM
Tyler Meyer
Email Direct
Relationship Manager
United States , Wisconsin , Altoona

BM
Brian Murray
Email Direct
Tax Planning Specialist
United States , Wisconsin , Altoona

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Former Employees at Orgel Wealth Management

Explore people who held key positions, contributed to Orgel Wealth Management's success, and advanced their careers.

Laura Getzin

Research Analyst at BNY

Worked as Senior Client Service Associate

at Orgel Wealth Management (2017-2023)

Direct

Arianna Cormier

Senior Accountant at Hunt Electric

Worked as Finance and Operations Intern

at Orgel Wealth Management (2017-2017)

Direct

Ethan Barnard

Investment Banking Ana... at Cornerstone Business S...

Worked as Intern

at Orgel Wealth Management (2025-2025)

Direct

Mask Content

Retirement Plans Lead at Klaas Financial

Worked as Retirement Plan Advisor

at Orgel Wealth Management

Direct

Mask Content

Senior Manager, Wester... at Bell Lumber & Pole

Worked as Summer Intern

at Orgel Wealth Management (2018-2018)

Direct

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Treasurer at Outdoormore

Worked as Operations Intern

at Orgel Wealth Management (2019-2020)

Direct

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Frequently Asked Questions Regarding Orgel Wealth Management Employees

How many employees does Orgel Wealth Management have?

Orgel Wealth Management has 51-200 employees

Who are Orgel Wealth Management key employees?

Some of Orgel Wealth Management key employees are Carrie Groseth

Where is Orgel Wealth Management located?

Orgel Wealth Management’s headquarters are located at 2420 Rivers Edge Dr, Altoona, Wisconsin, 54720, United States

How do I contact Orgel Wealth Management?

Orgel Wealth Management Contact Info: Phone number: (715) 835-6525 Website: www.orgelwealth.com

What does Orgel Wealth Management do?

Orgel Wealth Management is an independent, employee-owned strategic advisory firm that provides experienced investment advisory services. The firm is dedicated to building long-term relationships with its clients, which include individuals, business leaders, retirement plan sponsors, and non-profit organizations. Orgel Wealth Management emphasizes... Read More

Is Orgel Wealth Management a public company?

Orgel Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Orgel Wealth Management Employees