Brandon Roop will lead the newly created Retirement Plan Services division at Donaldson Capital Management of Evansville, IN. Sr. Portfolio Manager and VP of Institutional Services, Brandon has led the effort to officially launch this new division of DCM. He has spent the past several years building his knowledge base and researching the Retirement Plans industry in order to determine how DCM can provide the most value.
Following his 2006 graduation from Wabash, Brandon attended the Indiana University Kelley School of Business where he earned his MBA with an emphasis in finance. In 2013, Brandon successfully completed the CFP Board’s requirements for certification and is a Certified Financial Planner™ professional. In December 2016, he completed the Chartered Retirement Plans Specialist professional designation program through the College for Financial Planning and is a CRPS professional ®. As a part of this accomplishment, Brandon will be in charge of leading DCM into the significantly important realm of pre-retirement investment management for business owners and their employees.