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 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...

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...

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...

As a Managing Principal at Windsor Wealth Management, Frank serves as a senior member of the firm’s Investment Policy Committee.  Frank earned a Master’s degree in Business Administration from The Kellogg School of Management...

As a Chief Investment Officer at Windsor Wealth Management, Jim serves as a senior member of the firm’s Investment Policy Committee. Jim earned a Master’s degree in Finance from The Stern School of Business at New...

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...

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...

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...

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....

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

Niki handles account administration needs for Windsor’s clients, as well as assisting with planning recommendations and investment advice.

Angela has been with Windsor Wealth Management since 2018. She is usually the voice you hear when you call our office. She greets clients as well as assists with general administrative duties. Prior to joining Windsor, Angela worked in...

Katie 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. Katie is also our internal IT specialist.

Bethany joined Windsor Wealth Management as a Client Service Manager in the spring of 2021. Prior to joining Windsor, Bethany served six years at Oxford Financial Group, Ltd as a Client Service Coordinator working with high net worth...

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

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...