Meet your go-to business consultants who are ready to listen, learn, and help.
ADVISOR CONSULTING TEAM
Our Advisor Consulting Team provides industry-leading expertise to help you grow a thriving practice. They keep you and your clients in mind throughout the engagement, directing a one-of-a-kind experience with you and for you every step of the way.
Advisor Consulting Team
Team members by zip code
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Leadership Team
Dan O'Toole
Senior Vice President, Head of Advisor Consulting
Chris Engel
Vice President, Private Wealth Sales & Consulting
Chris Barlow, CFA®
Vice President, National Sales Manager
Ted Clark
Director, Investment Consulting
Regional Consultants
Jim Agasar
Regional Consultant
Kevin Bosch
Senior Regional Consultant
Blake Holbrook
Internal Consultant
Cody Holbrook
Internal Consultant
Dan Messmer
Senior Regional Consultant
Joe Tocyloski
Senior Regional Consultant
Requests for Information
NATIONAL ACCOUNTS
We strive to provide you with the information and data you need in a timely manner to ensure the stability and transparency of our partnership with you. For all of your Request for Information (RFI) and Due Diligence Questionnaire (DDQ) needs, please reach out to our RFI team at ACRFI@meederinvestment.com.
Contact
Looking for someone specific? Find their contact information in the Advisor Consulting Team section above.

Not sure who you need to talk to? No problem. Just complete the form to your left and we'll be in touch.
Join Our Team
If working in the investment management field sounds like something you'd love to do, you're in luck. We're hiring qualified candidates! Explore our open positions and advance your career with Meeder.