Our Team2019-11-13T09:56:14-05:00
Back to Wildermuth Wealth

Our Team

Wildermuth Advisory Atlanta Our Team Daniel Wildermuth

Daniel Wildermuth

Chief Executive Officer & Chief Investment Officer

Wildermuth Advisory Atlanta Our Team popup Daniel Wildermuth

Daniel Wildermuth

Chief Executive Officer & Chief Investment Officer

Daniel Wildermuth is the founder and CEO of multiple financial services firms including Wildermuth Advisory, LLC, an institutional fund advisor; Wildermuth Securities, a fund distribution brokerage firm; and Wildermuth Asset Management, a money management firm administering over 20 equity, fixed income and alternative portfolio strategies and investment solutions for retail and institutional investors. Mr. Wildermuth serves as Chief Investment Officer for Wildermuth Advisory and Wildermuth Asset Management and has over 25 years of experience managing multiple domestic and international equity and fixed income investment portfolios and almost five years of experience in managing a publicly registered, closed-end fund.

Over the past 25 years, Mr. Wildermuth has been a pioneer in the adaption of the Endowment Investment approach to the needs of individual investors. Daniel’s success and unique approach has garnered media coverage from Barron’s, Investment News, Forbes Magazine, Family Office Magazine, CNBC, Bravo TV, Dow Jones Newswire, and other financial market news outlets.  McGraw-Hill has published his two books outlining the approach (Wise Money: Minimizing Your Risk and Increasing Your Control & How to Keep and Grow Your Retirement Assets) that more fully explains applying the strategy to individual accounts. In his monthly newsletter, he comments on markets and potential future directions is syndicated nationally by news services and advisors. He speaks frequently at industry conferences and events and is often quoted as an expert in the fields of alternative investments, the stock market, and the general economy.

Mr. Wildermuth earned an MBA in Finance from Anderson School at UCLA and an undergraduate degree in engineering from Stanford University. He graduated in the top 2 percent and 15 percent of classes, respectively.

Wildermuth Advisory Atlanta Our Team Carol Wildermuth

Carol Wildermuth

Chief Financial Officer

Wildermuth Advisory Atlanta Our Team popup Carol Wildermuth

Carol Wildermuth

Chief Financial Officer

Carol Wildermuth has over 30 years of experience in financial services and has founded multiple financial firms. She currently serves as the Chief Financial Officer of Wildermuth Advisory and President of Wildermuth Securities, the distributor for the Wildermuth Endowment Fund.

She also serves as a board member on the Wildermuth Endowment Fund.

Prior to founding the companies, she supervised the Private Client Division of Lehman Brother’s Southeast Asia branch, with offices in Hong Kong and Singapore. Ms. Wildermuth graduated from Pacific Lutheran University with a B.A. in Economics.

Wildermuth Advisory Atlanta Our Team Amanda Coetzee

Amanda Coetzee

Chief Compliance Officer

Wildermuth Advisory Atlanta Our Team popup Amanda Coetzee

Amanda Coetzee

Chief Compliance Officer

Amanda Coetzee serves as the Chief Compliance Officer of Wildermuth Advisory and has spent approximately 30 years in banking and finance in South Africa and the U.S.

She has previously overseen various operations of RIAs firms including account implementation, trading, billing, performance composites and regulatory oversight.

In addition, she has overseen the development and implementation of multiple different software programs including proposal systems, endowment model portfolio programs, and payment systems as well as the integration of various industry standard software systems into a national firm’s daily operations. She currently holds her FINRA Series 7 and 66 securities registrations.

Wildermuth Advisory Atlanta Our Team Candice Lightfoot

Candice Lightfoot

Chief Operating Officer

Wildermuth Advisory Atlanta Our Team popup Candice Lightfoot

Candice Lightfoot

Chief Operating Officer

Candice Lightfoot has served as Chief Operating Officer of Wildermuth Advisory and Senior Vice President, Relationship Management of Wildermuth Securities.

As COO, Ms. Lightfoot oversees the day-to-day operations of the firm and ensures that the organization, including its investment, client, risk and technology functions, have the necessary connectivity, coordination, and operating processes.

She brings nearly 15 years’ experience in working across a broad range of financial disciplines including various types of asset classes and portfolio structures.

Prior to joining the Wildermuth companies, Ms. Lightfoot worked as a Project Manager for Kalos Financial where she led a variety of firm-wide, interdepartmental and cross-functional projects.  She studied Accounting and Business Management at Damelin, formerly known as the Southern African Financial Institute in South Africa.

She is a member of the Wildermuth Advisory Investment Committee and secretary of The Wildermuth Endowment Fund. She also serves as a board member of a private company, Clear Guide Medical, Inc. She currently holds her and FINRA Series 7 and 63 securities registrations.

Wildermuth Advisory Atlanta Our Team Kevin Wallrath

Kevin Wallrath

SVP Investment Management

Wildermuth Advisory Atlanta Our Team popup Kevin Wallrath

Kevin Wallrath

SVP Investment Management

Kevin Wallrath is an Investment Manager for Wildermuth Advisory focused on the valuation of current portfolio investments and due diligence for potential alternative investments.

He is a member of the Wildermuth Advisory Investment Committee and Fair Value Committee. Mr. Wallrath specializes in the valuation of complex assets and analysis of financial statements. 

Prior to joining the Wildermuth team, Mr. Wallrath worked within Capital Markets where he learned to analyze market and economic conditions.  Prior to working in Capital Markets, Mr. Wallrath served in various Accounting and Audit roles where he learned how to analyze a client’s financial situation, business operations and industry drivers.

He received his Bachelors in Finance and Economics from the University of Florida and Masters in Accountancy from the University of Virginia. Mr. Wallrath is a Certified Public Accountant licensed in the state of Florida.

Ryan Cummins

Portfolio Analyst

Ryan Cummins

Portfolio Analyst

Ryan Cummins is a Portfolio Analyst for Wildermuth Advisory focused on research and due diligence of alternative investments. He is a member of the Wildermuth Advisory Investment Committee. Mr. Cummins brings over a decade of experience in investment management. Throughout his career, he has held various institutional investment and finance positions at Cliffwater (a specialist consultant in alternative investments), Cantor Fitzgerald, Blackstone and hedge fund firms in New York City. Mr. Cummins has earned the right to the Chartered Financial Analyst (CFA) designation and is a member of the CFA society of Jacksonville.

Shane Zona

Valuation Analyst

Shane Zona

Valuation Analyst

Shane Zona is a Valuation Analyst for Wildermuth Advisory focused on the valuation and monitoring of current portfolio investments.  Shane specializes in financial statement analysis, industry research and valuing businesses and complex assets.  Prior to joining Wildermuth Advisory, Shane worked in the Forensic, Valuation and Litigation Support group of a large public accounting firm where he focused on valuations of businesses and complex assets and liabilities for a wide variety of engagements.  He received is Bachelors in Economics from Florida State University and Masters of Business Administration from the University of North Florida.

Wildermuth Advisory Atlanta Our Team Heather Lopez

Heather Lopez

Investment Administrator

Wildermuth Advisory Atlanta Our Team popup Heather Lopez

Heather Lopez

Investment Administrator

Heather Lopez is an Investment Administrator for Wildermuth Advisory assisting with daily operations, and various investment logistics and legal documents. She interfaces extensively with outside managers and business partners while keeping operations functioning smoothly. She graduated from the University of Mississippi.

Wildermuth Advisory Atlanta Our Team Bejal Pattni

Bejal Pattni

Business Development Associate

Wildermuth Advisory Atlanta Our Team popup Bejal Pattni

Bejal Pattni

Business Development Associate

Bejal Pattni is a Business Development Associate for Wildermuth Advisory conducting market research, identifying new business opportunities and managing various marketing initiatives. She graduated from the University of London Metropolitan.

Wildermuth Advisory Atlanta Our Team Codi Handley

Codi Handley

Vice President, Information Technology

Wildermuth Advisory Atlanta Our Team popup Codi Handley

Codi Handley

Vice President, Information Technology

Codi Handley manages and oversees the firm’s technology platforms and ongoing development.

He interfaces with third-party firms and developers to ensure accurate and reliable ongoing performance; leads sourcing efforts for new systems and development; oversees enhancements to existing platforms and processes; and manages all security related to firm technologies.

He received his bachelor’s degree in business administration focused in management information systems from The University of Georgia.