About Us
Meet Our Advisors
Joel T. Hassler, CFA
President, Principal
President of CCM, Joel is principal, analyst, and portfolio manager for the firm. Joel joined CCM in 1993 after serving as an associate analyst for Kemper Securities, following the capital goods and specialty chemical industries. While at CCM he earned the CFA (Chartered Financial Analyst) designation and served as analyst and officer for the Charter Capital Blue Chip Growth Mutual Fund. Joel brings over 30 years of industry experience to the firm.
Joel received his B.B.A. in Finance from U.W.-Milwaukee in 1991 and is a member of the CFA Institute and the CFA Society of Milwaukee, Inc.
Daniel R. Glaser, CPA, CFP®
Principal
Principal and investment advisor representative of CCM for the past ten years, Dan brings over 35 years of experience in the tax and accounting field and over 25 years in the investment and planning field.
In 1985, Dan received his B.A. in Accounting from U.W.-Whitewater after 3.5 years. He holds both the CPA (Certified Public Accountant) and CFP (Certified Financial Planner) designations. At the time of his licensing as a CPA in 1989, Dan was the youngest CPA in Wisconsin. He is on the board of In Tandem Theatre, Inc.
Alexandra M. Cali, J.D
Investment Advisor Representative
She is a member of the State Bar of Wisconsin, the American Bar Association, and the Taxation Law Section of the Wisconsin Bar.
Samuel P. Verhulst, CFA, CPA
Investment Advisor Representative
Sam is a CPA (Certified Public Accountant) and an investment advisor representative of CCM. Before joining CCM in 2018, Sam worked for an accounting firm that provided wealth management services to high net worth families.
Sam earned a B.A. in Accounting and Finance from Dordt College.
Benjamin C. Verhulst, J.D., EA
Investment Advisor Representative
Ben is an Enrolled Agent and an investment advisor representative of CCM. Before joining CCM in 2023, Ben worked as a trial attorney, prosecuting domestic violence cases in Milwaukee.
Ben has a B.A. in Political Science and Philosophy from Calvin College and a law degree from the University of Wisconsin Law School in 2015. He also teaches Communication Ethics and Communication Law in the graduate program at Calvin University.