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All Team Members

HomeAll Team Members
Kelly Trapp

Kelly Trapp

Investment Operations Associate
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Ron Yee

Ron Yee

Client Relationship Manager
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Chris Kleine

Chris Kleine

Chief Operating Officer/Chief Compliance Officer
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Alyssa Thompson

Alyssa Thompson

Client Relationship Manager
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Dan Spellman

Dan Spellman

Research Analyst & Trader
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Diane McCann

Diane McCann

Business Practice Manager
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Cameron Gray, CFP®

Cameron Gray, CFP®

Financial Consultant
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John Friar, CFP®, AIF®

John Friar, CFP®, AIF®

Financial Consultant & Partner
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Clint Bauch, CFP®

Clint Bauch, CFP®

President/CEO & Partner
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Local. Independent. Experienced.

We are an independent Registered Investment Advisory firm, with a local team of professionals focused on providing an unbiased outlook to help you make the best choices for individual or business needs.

The Park Capital Management team holds various professional designations, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Retirement Plan Specialist (CRPS®), and Accredited Investment Fiduciary (AIF®). What that means for you and your business is that our experience and independence allow us to provide the most competitive outcome-based solutions, investment selections, retirement plan education, and ongoing fiduciary support. Our experienced team will provide you with tailored services and solutions to help you plan for the future and insure for the unexpected.

© 2024 Park Capital Management, LLC, an SEC Registered Investment Adviser. The investment services offered by PCM are independent of the products and services offered by The Park Bank and are not FDIC insured, may lose value, are not bank guaranteed and are not insured by any federal or state government agency. Park Capital Management, LLC (“PCM”) is affiliated with The Park Bank. | All rights reserved | Privacy Policy

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