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
Client Service Administrator
Megan M. Mayle Photo
Megan M. Mayle
Marketing Assistant and Portfolio Administrator
Caroline Peele Photo
Caroline Peele
Reception/Administrative Assistant
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.

Chess Ask the Rational Investor: Repositioning Your Portfolio into Market Strength
Most major stock market indices have recouped about two-thirds of their decline over the past several months. Reexamining the allocation of cash, fixed income, and stocks in your portfolio now that prices have recovered could be a good idea.
2022 08 ATRI Banks Ask the Rational Investor: Banks paying high and growing dividends
The Financial sector has traditionally offered slow and steady earnings growth complemented by rising dividends.   Perhaps not exciting stocks but consistent and steady.
Bob Europe Europe: A challenging Road Ahead
US headlines over the last quarter continued to swing negative.   Some days, even weeks, were tough to stomach.
Financial Legacy Symposium 2022
October 18, 2022
Learn More » Sign-Up