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
Michael V. Benevento Photo
Michael V. Benevento
Analyst
Jennifer L. Art Photo
Jennifer L. Art
Accounting Administrator
Diana L. Hetrick Photo
Diana L. Hetrick
Client Service Administrator
Kellie Hill Photo
Kellie Hill
Client Service Administrator
Stacie Ray Photo
Stacie Ray
Office Administrator
Megan M. Mayle Photo
Megan M. Mayle
Marketing Assistant and Portfolio Administrator
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.

Should I Buy Resize Ask the Rational Investor: Should you buy the dip?
At the market correction’s low point, the S&P 500 and Nasdaq were down around 20 and 30% for the year.
Resize ATRI June 2022 Competitive Advantage Rocket Ask the Rational Investor: Assessing Stocks' Competitive Strategy
Perhaps you’ve undergone strategic planning at your workplace, company, or a local non-profit board and experienced a SWOT, or Strengths, Weaknesses, Opportunities, and Threats analysis.
Buy Sell EPS May 2022 ATRI Ask the Rational Investor: Good Investors Stay Ready for Pop Quizzes
A good investor is always ready for a pop quiz, and market volatility often tests that readiness for finding attractive investments.  

Quick price declines can cause investors angst, especially if their asset allocation leans too aggressively towards equities.