Meet Our Team
Executive Team
Michael Graham, CFP®
President
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
Compliance & Standards Team
Jeffrey L Weber, CRCP®, CLU®, ChFC®, RICP®
Chief Compliance Officer
Andrew Reed
Compliance Officer
John Reynolds
Compliance Officer
Sherri Smith
Human Resources/Compliance Associate
Operations & Experience Team
Troy Martina
Chief Implementation Officer
Krista Cohenour
Implementation Manager

Martin Dahlquist
Operations Team Lead: Implementation Management
Cassie Kalil
Service Coordinator
Kris Kopczynski
Operations Team Lead: Process Management
Austin VanLaningham
Operations Team Lead: Relationship Management
Everett McLaren
SERVICE COORDINATOR
Landon Rice
Service Coordinator
Finance Team

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.