Our Team

Mike Steele, ChFC®, MBA

Chief Executive Officer

Mike Steele, ChFC®, MBA

Chief Executive Officer

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Mike Steele, our co-owner and CEO, has been one of the nation’s predominant financial advisors for over thirty years. As a Chartered Financial Consultant® (ChFC), he leads many of the firm’s comprehensive financial planning engagements. He also leads the firm’s investment committee, which researches and selects investments for utilization in client portfolios and is instrumental in establishing the firm’s investment philosophy. He graduated from the University of Iowa College of Business, where he earned an undergraduate degree in Finance and a Master’s in Business Administration.

Kevin J. Timmerman, JD, CMFC

President

Kevin J. Timmerman, JD, CMFC

President

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Kevin Timmerman, our co-owner and president, is responsible for guiding all aspects of the firm. He is currently ranked by Barron’s as the top financial advisor in the state of Iowa and has been a repeat guest on CNBC’s “On The Money.” After graduating with high distinction from the University of Iowa College of Business, Kevin received his Juris Doctorate degree from the University of Iowa College of Law. He has since taken and passed five securities examinations and earned the designation of Chartered Mutual Fund Counselor. He joined Steele Capital Management in 1994.

Kathryn L. Moran, CPA

Chief Financial Officer

Kathryn L. Moran, CPA

Chief Financial Officer

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Katie Moran, our Chief Financial Officer, assists clients with comprehensive financial planning and the utilization of our Wealth Management System. She earned her Accounting degree from the Tippie College of Business at The University of Iowa and has passed the Series 65 Uniform Investment Advisor Law Examination. Prior to joining Steele in 2002, she worked in public accounting at PricewaterhouseCoopers.

Brett Wessels, CFA®

Chief Investment Officer

Brett Wessels, CFA®

Chief Investment Officer

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Brett Wessels, our Chief Investment Officer and a Portfolio Manager, is responsible for the development and management of individual client investment portfolios. Prior to joining Steele Capital Management, Brett served as an investment analyst with FBL Financial Group, Inc., focusing on fixed income investment portfolios for insurance companies and mutual funds. He is a graduate of the University of Iowa College of Business with an undergraduate degree in Finance, and is a CFA® charterholder, currently serving as a member of the CFA Institute and CFA Society of Iowa.

Bradley Lewis, CPA, CFP®, CMFC

Senior Portfolio Manager

Bradley Lewis, CPA, CFP®, CMFC

Senior Portfolio Manager

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Brad Lewis, our Senior Portfolio Manager, plays an integral role in the management of our clients’ investment portfolios. He also assists our clients with the tax aspects of financial planning. Bradley is a Certified Public Accountant and a graduate of the University of Iowa College of Business, where he earned both his undergraduate and Master’s degrees in Accounting. He has since passed the Series 65 Uniform Investment Advisor Law Examination and has been designated as a CERTIFIED FINANCIAL PLANNER™. He joined Steele Capital Management in 1997.

Nick Smith, CFP®, CPA, CMFC

Portfolio Manager

Nick Smith, CFP®, CPA, CMFC

Portfolio Manager

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As a portfolio manager, Nick Smith provides investment advice while constructing and managing individual client portfolios. Prior to joining Steele Capital Management, Nick served as an auditor at Roth & Company, P.C., for four years focusing on financial institutions. He is a Certified Public Accountant and is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Mutual Fund Counselor. He graduated from the University of Northern Iowa College of Business with an undergraduate degree in Accounting. He has also passed the Series 65 Uniform Investment Advisor Law Examination.

Martin J. Smith, MBA

Portfolio Manager

Martin J. Smith, MBA

Portfolio Manager

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As a Portfolio Manager, Marty Smith, plays an integral role in advising our investment clients. He meets with clients to assess their needs and assists with the construction and monitoring of their portfolios. He is also a member of the firm’s investment committee, providing key research and analysis for current and future security investments. Marty received a BA in Economics from Simpson College, an MBA in Finance from Western Illinois University, and has passed the Series 65 Uniform Investment Advisor Law Examination. Prior to joining Steele Capital Management, Marty worked for four years in the Chicago office of Prairie Capital Management.

Kevin Dietzel, MBA, CRC®

Portfolio Manager

Kevin Dietzel, MBA, CRC®

Portfolio Manager

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As a Portfolio Manager, Kevin Dietzel assists clients with personalized investment advice and the management of their individual portfolios. He received a BA in Political Science from the University of Iowa and an MBA in Data Analytics from Loras College. He has passed Series 7 General Securities Representative and Series 65 Uniform Investment Advisor Law Examinations and also earned the Certified Retirement Counselor (CRC) designation. Prior to joining Steele Capital Management, Kevin worked for eight years as a retirement advisor with Prudential Financial.

Chris Boxleiter CFP®, CMFC

Director of Company Sponsored Retirement Plans

Chris Boxleiter CFP®, CMFC

Director of Company Sponsored Retirement Plans

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Chris Boxleiter provides investment advice to both individuals and company-sponsored retirement plans. He received his Bachelor’s in Finance from Clarke College. Mr. Boxleiter is a Chartered Mutual Fund Counselor and CERTIFIED FINANCIAL PLANNER™. He has also passed the Series 65 Uniform Investment Advisor Law Examination.

Dawn Otting

Retirement Plan Services Manager

Dawn Otting

Retirement Plan Services Manager

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Dawn brings a wealth of experience in the retirement plan industry to the table. She started her career twelve years ago at Steele, working in a qualified retirement plan administrative management role, coordinating everything from processing retirement plan payrolls, year-end compliance testing, Form 5500’s, as well as being the point person for some of our most valued clients. Dawn has since expanded her responsibilities as a licensed investment adviser after passing the Series 65 Uniform Investment Adviser Law Examination. Dawn now serves as an integral part of our relationship management team and coordinates our clients’ retirement plan educational programs and fiduciary reviews.  

Jenny Kettering

Director of Client Services

Jenny Kettering

Director of Client Services

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Jenny Kettering, our Director of Client Services, oversees our team of client service professionals and guides the operational aspects of our investment advisory platform. She manages our portfolio management software, oversees all trade executions, produces quarterly performance reports, and assists clients with establishing new accounts and transferring assets. Jenny has passed the Series 65 Uniform Investment Advisor Law Examination and has been with Steele Capital Management since 1992.