Windsor Team

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...

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..

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...

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...

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...

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...

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...

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...

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...

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....

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.

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...

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.