Meet Our Team

Executive Team

Nathan White, CPFA, AIF®

Vice President & Chief Financial Officer

Cassie Taraboletti, CFP®

Executive Vice President & Chief Operations Officer

Business Development & Enrichment Team

Natalie Livingston

Director of Strategy & Marketing

Jim Motteler

Vice President of Relationship Management

Anne Schutt, CFP®

Vice President of Business Development

Hallie Hedinger

Creative Associate

Bailey Roth

Creative Associate

Jennifer Orton

Business Development Coordinator

Compliance & Standards Team

Andrew Reed

Compliance Officer

John Reynolds

Compliance Officer

Sherri Smith

Human Resources/Compliance Associate

Operations & Experience Team

Troy Martina

Chief Implementation Officer

Krista Cohenour

Operations Manager

Martin Dahlquist

Martin Dahlquist

Service Coordinator

Kristen Freudinger

Service Coordinator

Cassie Kalil

Service Coordinator

Kris Kopczynski

Service Coordinator

Austin VanLaningham

Service Coordinator

Amber Wildermuth

Service Coordinator

Finance Team

Michael Doublin

Comptroller

Emma Betts

Staff Accountant

Join our Home Office Team

Midwestern Securities is committed to providing the best service possible to our customers and their clients. If you share that commitment, this may be the place for you.

We are a stable and growing company with a strong history of employee job satisfaction. We offer challenging and rewarding careers in the Investment Services industry.