Team


Daniel G Gensler, MS, CFP®
Founder/President
dan@genslergroup.com

Dan oversees the firm’s client relationships, Investment policy and financial planning services.
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Jeff Rotherham, CFP®
Director of Financial Planning
jeff@genslergroup.com

Jeff is a certified financial planner.
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Lorie (Cook) Perry
Branch Operations Supervisor
lorie@genslergroup.com

Lorie oversees client services, office management and compliance.
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Denise Raines
Client Services Specialist
denise@genslergroup.com

Denise has a comprehensive knowledge of compliance, operations and client services.
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Wendy Carlson
Director of First Impressions
wendy@genslergroup.com

As Director of First Impressions, Wendy ensures that our clients have a great experience when they call or visit the office.
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Karen Edgin
Accounting
karen@genslergroup.com

Karen is responsible for accounting, bookkeeping and payroll.
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Jadi Christiansen
Marketing Specialist
jadi@genslergroup.com

Jadi is responsible for client communication, marketing and special events.
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Strategic Partners 


 

Candace Bahr, CDFA
Strategic Partner
candace@genslergroup.com

Candace Bahr has three decades of experience in the financial services industry. She is an advocate of women and their financial independence.
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Mark McNary
Economic Consultant

Mark plays a dynamic role in portfolio construction and provides independent guidance on issues impacting the firm's portfolio management policies.
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Team

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