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, CPA
Investment Advisor Representative
Sam earned a B.A. in Accounting and Finance from Dordt College.

Brittany L. Falkner, CFP®, EA
Investment Advisor Representative
Brittany is an investment advisor representative of CCM. She holds the CFP (Certified Financial Planner) and the EA (Enrolled Agent) designations. Before joining CCM in 2020, Brittany worked for a firm that provided comprehensive financial planning services as well as tax preparation.
Brittany earned her B.S in Personal Finance from University of Wisconsin Madison. Brittany is a member and also serves on the board of the Financial Planning Association of Wisconsin
Individual Wealth Management
By coordinating our extensive portfolio management experience with our
tax and financial planning background, we provide customized
wealth management in our clients’ best interests.
Corporate Retirement
We partner with plan sponsors and participants to
develop successful retirement plans and guide employees
toward a rewarding retirement.
Charter Capital Management
13805 West Burleigh Road, Suite 100
Brookfield, WI 53005
phone 414.257.3700
fax 414.257.0917
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