Broker Check

Professional Team

Professional Team

Channing F. Mitzell, CFP®
Co-Founder and Managing Principal
35 years of service

(317) 848-3005

(317) 844-9614

[email protected]

A graduate of Culver Military Academy and Purdue University, “Chap” serves as Co-Founder and Managing Principal of Windsor Wealth Management. He originated the idea for the firm, co-founded it in 1986, and initially created...
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Randall D. Clark, CFP®
Co-Founder and a Managing Principal
38 years of service

(317) 848-3005

(317) 844-9614

[email protected]

Randy is co-founder and a Managing Principal of the firm. He is a knowledgeable financial advisor who has over 30 years of insight and experience successfully managing clients’ individual financial situations through constantly...

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Brian Shupe, CFA
Managing Principal
26 years of service

(317) 848-3005

(317) 844-9614

[email protected]

A cum laude graduate with a Bachelor’s degree in finance from Butler University, Brian has been instrumental in the ongoing development of Windsor Wealth Management’s Investment Services Division and serves the firm as...

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Robert Kaspar, CPA
Managing Principal
37 years of service

(317) 805-6733

(317) 844-9614

[email protected]

Bob is Managing Principal of Windsor Wealth Management. Bob holds memberships in the Financial Planning Association, the American Institute of Certified Public Accountants and the Indiana CPA Society. Bob also possesses several...
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Frank Esposito, CFA
Managing Principal
26 years of service

(317) 805-6746

(317) 844-9614

[email protected]

As a Managing Principal of Windsor Wealth Management, Frank specializes in financial planning and investments for investment management professionals, business owners, executives, non-profits, special needs trusts, and individuals...
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Sue E. Hardman, CFA
39 years of service

(317) 848-3005

(317) 844-9614

[email protected]

Sue joined Windsor Wealth Management in 2005. She focuses her practice on high net worth families, corporate executives and retirees. Sue has been an investment professional for over 30 years. She has a diverse array of investment...

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Sandy R. Villiger, CFP®
30 years of service

(317) 848-3005

(317) 844-9614

[email protected]

Sandy joined The Windsor Group in 1989. Since that time, Sandy has worked in the Windsor Financial Planning Department. She works with clients in gathering data and formulating comprehensive financial plans. Sandy also helps research...
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Matthew B. Ulsas, CFP®
23 years of service

(317) 848-3005

(317) 844-9614

[email protected]

Matt graduated Cum Laude with Honors in Economics from Butler University. Matt joined Windsor in 1995. Matt handles data collection and plan creation for Windsor’s financial planning department, as well as assisting with the...
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Jamie Vladuchick, CFA
10 years of service

(317) 848-3005

(317) 844-9614

[email protected]

Jamie assists in allocating portfolios, market and investment research, implementation of portfolios and proposals. She is also a member of Windsor’s Investment Policy Committee. Jamie joined Windsor Wealth Management as an...

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Dean Weseli, CFP®
14 years of service

(317) 581-2151

(317) 844-9614

[email protected]

As Director of Wealth Management, Dean specializes in providing financial guidance and investment strategy to successful individuals and non-profit groups. He is also one of the lead relationship managers for retirement plans managed...

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