Who We Are

Overview of the firm

Through years of experience, Carl and Jill have built a great clientele that includes providing comprehensive financial planning and investment management, specializing in both wealth management and employer sponsored retirement plans.

As a core principle, we act as fiduciaries. We closely assess what is in our clients best interest and implement recommendations with the duty of care and duty of loyalty that the financial industry expects from its professionals.

As independent financial advisors, we always make sure that the client comes first. We do this by listening to our clients’ goals and objectives. We pride ourselves on the relationships and trust that we build with our clientele.

Our Vision

To be a select group of Financial Advisors that specialize in Wealth Management and Employer Sponsored Retirement Plans.

Our Experienced Advisors

Carl Doerschler

Carl Doerschler

Owner / Principal of Doerschler & Associates

  • 25 years of experience
  • Series 7 – General Securities Representative Examination
  • SIE – Securities Essentials Examination
  • Series 63 – Uniform Securities Agent State Law Examination
  • Series 65 – Uniform Investment Adviser Law Examination
  • Life Insurance and Annuity Licenses
  • Charter Mutual Fund Counselor (CMFC®) – Professional Designation
  • Accredited Investment Fiduciary (AIF®) – Professional Designation
  • Certified Plan Fiduciary Advisor (CPFA®) – Professional Designation
  • Bachelor of Arts from Baldwin Wallace University – Berea, OH
Jill Ingersoll

Jill Ingersoll

Owner / Principal of Doerschler & Associates

  • 15 years of experience
  • Series 7 – General Securities Representative Examination
  • SIE – Securities Essentials Examination
  • Series 63 – Uniform Securities Agent State Law Examination
  • Series 65 – Uniform Investment Adviser Law Examination
  • Series 24 – General Securities Principal Examination
  • Life Insurance and Annuity Licenses
  • Accredited Investment Fiduciary (AIF®) – Professional Designation
  • Certified Plan Fiduciary Advisor (CPFA®) – Professional Designation
  • Bachelor in Finance from Western Michigan University – Kalamazoo, MI
Thomas Hazelhoff

Thomas Hazelhoff

Client Service Representative

  • Bachelor in Finance from Western Michigan University – Kalamazoo, MI
  • Experience during college with:
    • Computer Applications in Finance
    • Funding New and Growing Ventures
    • Global Financial Markets
    • Investment Analysis
    • Advanced Economics

Our Typical Clients

  • Households that are committed to professional management of their most trusted assets.
  • Wealth Management/Investment clients that want to have more than a business relationship.
  • Wealth Management clients that acknowledge the value of working with a trusted advisor.
  • Employers (Plan Sponsors) that are looking to build a great culture with offering an employer sponsored retirement plan.
  • Employers (Plan Sponsors) that see value in reducing or transferring transferring fiduciary responsibilities of the investments offered in their retirement plan to an Accredited Investment Fiduciary®.
  • Employers (Plan Sponsors) that will offer a company sponsored retirement plan that will encourage employee participation and design to create great participate outcomes.