About Us
Meet Our Advisors
Joel T. Hassler, CFA
President, Principal
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
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.