WE GROW WITH YOU.

NATHANIEL LEACH

  • PORTFOLIO MANAGER

    Nathaniel grew up in western Wisconsin, and has been investing in the stock market since he attended high school. In 2003, he attended Kalamazoo College and graduated with a B.A. in History. His degree encouraged him to conduct diligent research in a disciplined and efficient manner of any concept. In 2008, he enlisted in the U.S. Marine Corps. After completing active duty in 2012, with honorable character, he entered the RIA industry as a Securities Analyst at Poehling Capital Management. He spearheaded multiple initiatives in operations, compliance, and trading as he steadily educated himself further as a value investor. Nathaniel has rigorously studied the great value investors, including, but not limited to: Benjamin Graham, David Dodd, Warren Buffett, Charles Munger, Philip Fisher, Mohnish Pabrai, Seth Klarman, and Joel Greenblatt.

TIMOTHY BICKMORE, CFP®

  • FINANCIAL ADVISOR

    Tim grew up surrounded by small business owners in Salt Lake City, UT igniting his interest in business and the entrepreneurial spirit. This drove him to Lawrence University where he graduated with a B.A. in Economics, allowing him to hone his skill set in evaluating and understanding the intricacies of individual businesses, industries, and macroeconomic trends. Upon graduation he worked at a bank developing his customer service skills and learning the operations of the business. In 2012 he joined Heck Capital Advisors, an RIA firm, where he learned every facet of the business. His responsibilities ranged from client service to operations, and Tim successfully led the development of a proprietary service in its entirety, from the fees to be paid to the marketing material. Tim joined Poehling Capital Management in 2014 where his primary duties were internal management, operations, and client service, which allowed him to continue to develop a deep understanding of the wealth management space.

DANIEL WEISS

  • FINANCIAL ADVISOR

    Dan grew up in a small business family in southern Wisconsin, later becoming an officer of that business. This experience began his roots for understanding behavioral finance and personal money management. This passion led Dan to UW-Whitewater where he studied finance and business law. Upon graduation Dan worked in several banking and management roles. His diverse duties applied to customer service, loan underwriting, personnel management, and other bank account servicing. In 2010 he joined Poehling Capital Management where his primary role was to serve clients as a relationship manager assisting them with their financial needs. This included investment management, financial planning, estate planning, insurance needs analysis, and business operations.

THE JOURNEY THROUGH THE FINANCIAL LIFE CYCLE IS FULL OF UNPREDICTABLE TWISTS AND TURNS.  ALLOW US TO SMOOTH THE RIDE.

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