Broker Check

Windsor Team

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

(317) 848-3005

(317) 844-9614

cmitzell@windsorwealth.com

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 Managing Principal
43 years of service

(317) 848-3005

(317) 844-9614

rclark@windsorwealth.com

Randy is a Co-Founder and Managing Principal of Windsor. He has over 42 years of insight and experience successfully managing clients’ individual financial situations through constantly changing investment and tax law environments. He has..

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Brian Shupe, CFA
Managing Principal
31 years of service

(317) 848-3005

(317) 844-9614

bshupe@windsorwealth.com

Brian is a managing principal of Windsor. He has over 30 years of service and was instrumental in leading Windsor’s investment service division for nearly 20 years before transitioning to full client relationship management. He currently...

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Robert Kaspar, CPA
Managing Principal
42 years of service

(317) 805-6733

(317) 844-9614

bkaspar@windsorwealth.com

Bob is a Managing Principal of Windsor. He has over 41 years of service and started his career as an auditor and accountant with Ernst & Young in Indianapolis where he successfully completed the Certified Public Accountant (“CPA”)...

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Jim Leach, CFA
Chief Investment Officer and Managing Principal
30 years of service

(317) 848-3005

(317) 844-9614

jleach@windsorwealth.com

Jim is the Chief Investment Officer and Managing Principal of Windsor. He has over 29 years of service and leads Windsor’s Investment Department, overseeing investment research and the Security Selection Team and is a member of the...

 

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Sue E. Hardman, CFA
Director of Wealth Management
44 years of service

(317) 848-3005

(317) 844-9614

shardman@windsorwealth.com

Sue has been an investment professional for over 30 years. She has a diverse array of investment experience through many market cycles. Earlier in her career, she managed taxable, pension and 401(k) funds for large insurance companies...

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Sandra R. Villiger, CFP®
Senior Financial Planner
35 years of service

(317) 848-3005

(317) 844-9614

svilliger@windsorwealth.com

Sandy joined Windsor Wealth Management 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...

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Matthew B. Ulsas, CFP®
Chief Compliance Officer and Managing Principal
28 years of service

(317) 848-3005

(317) 844-9614

mulsas@windsorwealth.com

Matt is the Chief Compliance Officer and Managing Principal of Windsor. He has over 27 years of service and handles data collection and plan creation for Windsor’s financial planning department, as well as assisting with the...

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Bret Horsfield, CFP®
Director of Wealth Management
13 years of service

(317) 848-3005

(317) 844-9614

bhorsfield@windsorwealth.com

Bret graduated Summa Cum Laude from the University of Louisville with a Bachelor’s of Science in Business Administration and a concentration in Finance and Economics. He started his financial career in the retail banking industry at J.P...

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Mark Wittleder, CFP®, CWS®, MBA
Senior Wealth Advisor
18 years of service

(317) 848-3005

(317) 844-9614

mwittleder@windsorwealth.com

Mark joined Windsor in 2023 as a Senior Wealth Advisor. He has over 18 years of service and assists Bob Kaspar, Managing Principal of Windsor Wealth Management, with his client responsibilities. He is also a member of Windsor’s...

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Vicki Bahrns-Haddock
Executive Assistant
24 years of service

(317) 848-3005

(800) 678-1078

vhaddock@windsorwealth.com

Vicki is the Executive Administrative Assistant to Randy Clark and Chap Mitzell. She handles scheduling as well. Vicki rejoined Windsor Wealth Management in 1999. She previously worked on the administrative side from 1995 to 1997....

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Kim Burris
Director of Client Services
22 years of service

(317) 848-3005

(317) 844-9614

kburris@windsorwealth.com

Kim leads Windsor’s team of Client Service Managers. She also prepares investment reports, handles scheduling and assists clients with day-to- day requests on their accounts. Kim joined Windsor Wealth Management in 2001. Before coming to...

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Kate Gibbs
Operations Manager & IT Specialist
5 years of service

(317) 848-3005

(317) 844-9614

kgibbs@windsorwealth.com

Kate joined Windsor in 2018. She is a member of our client service team. She assists with day-to-day internal operations, including managing the portfolio management software. Kate is also our internal IT specialist.

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Emi Smith
Client Service Manager
2 years of service

(317) 848-3005

(317) 844-9614

esmith@windsorwealth.com

Emi joined Windsor Wealth Management as a Client Service Manager in the spring of 2021. Emi supports the Windsor Client Service Team, and assists with day-to-day client needs. She graduated from Indiana University, with a degree in...

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Yvette Gayler
Client Service Manager
1 year of service

(317) 848-3005

(317) 844-9614

ygayler@windsorwealth.com

Yvette joined Windsor in 2022. She previously worked at Attica Consolidated School Corporation for 14 years on the Administration side. Yvette attended Ivy Tech State College before entering the banking business for several years.

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