Meet Our Team.

THIS IS WHAT RATIONAL INVESTORS LOOK LIKE.
Meet the Beese Fulmer team. They have nearly a century of combined industry experience in rational investing, primarily in stocks and bonds, with full focus on the customer and their financial goals.

EACH LIVES BY THE RULES OF THE RATIONAL™. YOU'LL WANT TO, TOO.
1) Emotions and short-term thinking are the enemy of the successful investor.
2) There is NO alternative to buying high-quality stocks and bonds at the right price.
3) Eliminate the middle man and trust the expert, your investment manager.
4) Maximize wealth building and minimize taxes, expenses and fees.
5) Viewing all assets on one statement is an asset.

Dennis S. Fulmer, CFA Photo
Dennis S. Fulmer, CFA
Chairman and Co-Founder
Ryan T. Fulmer Photo
Ryan T. Fulmer
President
Nicholas T. Perini, CFA Photo
Nicholas T. Perini, CFA
Vice President
Robert Szeles, CFA Photo
Robert Szeles, CFA
Portfolio Manager
Scott Camp Photo
Scott Camp
Portfolio Manager
Michael V. Benevento Photo
Michael V. Benevento
Senior Analyst
Jennifer L. Art Photo
Jennifer L. Art
Accounting and Benefits Specialist
Diana L. Hetrick Photo
Diana L. Hetrick
Client Service Administrator
Kellie Hill Photo
Kellie Hill
Client Service Administrator
Stacie Ray Photo
Stacie Ray
Client Service Administrator
Krissy Bechtold Photo
Krissy Bechtold
Executive Assistant / Office Coordinator
Start Investing Rationally

Beese Fulmer Private Wealth Management LIVES
by The Rules of the Rational.

INSIGHTS
from the Rational Investors

Beese Fulmer Private Wealth Management experts know investing from every angle and follow every market trend from a clear-thinking perspective. Check out the Beese Fulmer blog and view the videos to learn more about what they think and how they reason.

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In the 1990’s, I remember going to the Gateway computer store in Belden Village. It had a unique feeling similar to Starbucks or an Apple store.
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By: Robert Szeles, CFA

The year 2023 was a year of few certainties.
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A Pledged Asset Line (PAL) is a strategic financial tool that allows investors to optimize liquidity while retaining the assets within their investment portfolios.