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
Jim Motteler
Director of Business Development
Natalie Livingston
Director of Strategy & Marketing
Hallie Hedinger
Creative Associate
Compliance & Standards Team
Jeffrey L Weber, CRCP®, CLU®, ChFC®, RICP®
Chief Compliance Officer
Maya Valdez
Compliance Associate
Andrew Reed
Compliance Officer
John Reynolds
Compliance Officer
Sherri Smith
Human Resources/Compliance Associate
Operations & Experience Team
Troy Martina
Chief Implementation Officer
Krista Fanning
Operations Manager
Michael Doublin
Comptroller
Kris Kopczynski
Service Coordinator
Matthew Sale
Service Coordinator
Austin VanLaningham
Service Coordinator
Monica Vinson
Service Coordinator
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.