Darrell Pepple serves as President and Chief Compliance Officer of Wolf Financial Management LLC, where he directs and manages all investment-related aspects of the investment services area. Darrell is a Chartered Retirement Planning Specialist (CRPS) and financial services professional with over 25 years of experience in the delivery of investment services. This includes investment management and advisory services for individuals and closely held businesses.

Darrell joined Wolf Financial Management in 1999 working as a Financial Advisor at Charter Bank, where he managed and created their investment function, offering investment and insurance services to clients of the bank. Previously, he also founded and was President of Winthrop Financial Advisory Services, a Registered Investment Advisor that assisted financial institutions and CPA firms in expanding their service capabilities to include investment activities. He established investment centers in six banks.

Darrell is a licensed practitioner, holding FINRA Series 7, 24, 27, 53, 63, and 65, as well as an insurance agent and investment advisor. He received his Bachelor of Science Degree from the University of Illinois, Champaign; and his Master in Business Administration from Northern Illinois University.

Roy Cook serves as Vice President of Wolf Financial Management.  He has over 15 years of investment experience and is responsible for managing portfolios for individuals, institutions, foundations and endowments.  He has extensive experience in developing wealth management solutions for complex wealth planning for High Net Worth clients and family office structures.  This includes suitable asset allocation development, portfolio management, portfolio construction, security selection and customized wealth planning advice.

Roy holds his Series 7 and 66 licenses.  He is a member of the CFA Institute and the CFA Society of Chicago.  Roy received his Bachelor of Science degree in Finance from Elmhurst College.

Kyle Dodson is the Vice President and Operations Supervisor for Wolf Financial Management.  He has over 15 years of experience.  Before joining Wolf Financial Management, he was a manager with PMG Securities Corporation and Banc One Securities Corporation.  He specializes in Brokerage and Investment Advisory Operations.  Kyle received his Bachelor of Science Degree from Northern Illinois University.

Kelly Throne joined Wolf Financial Management as a Financial Advisor in December of 2009.  She has been working in the financial industry for 5 years, serving in a marketing capacity, and desires to take a more hands on approach to helping individuals meet their financial goals. 

Kelly graduate with a Bachelor of Arts Degree from Florida State University.  Since moving to Chicago in 2007, she has attained her FINRA Series 6 and 66 Licenses as well as her Life Insurance License in order to serve her clients more effectively.

Rene is a Client Service Representative with Wolf Financial Management.  She has more than 20 years of experience and has previous experience as a manager with a major brokerage firm.  Rene specializes in client service and support.

Tunia joined Wolf Financial Management in 2002 and has over 15 years of experience as a financial advisor.  In addition to her role as vice president, she is also an active member of the Wolf Financial Management Investment Committee.  Prior to joining Wolf Financial Management, Tunia was an investment advisor with major international banks and securities firms.

Tunia manages a client base comprised of professional service, manufacturing, construction, retail, wholesale, and distribution entities. Her areas of expertise include portfolio management and retirement planning.  She is also responsible for the fiduciary duties associated with implementing and maintaining retirement plans.

Tunia holds securities licenses Series 7, 24, 63, 65, Life and Health Insurance license and is an Accredited Investment Fiduciary (AIF).

Tunia is a member of the American Society of Pension Professionals and Actuaries and Profit Sharing Council of America.  She has made presentations on a wide variety of topics including best practices for plan sponsors, identifying retirement plan fees and creating investment policy statements.  She has also authored several articles on various employee retirement plan topics.

Ray joined Wolf Financial Management in 2002 and is currently the Vice President of the Retirement Plan Services Third Party Administration Team.  He works with plan sponsors to design, implement and administer employee benefit plans and oversees the third party administration (TPA) practice.  Ray has over 14 years of experience working with retirement plan service clients.

Ray serves on the PKF North American Network Employee Benefit Plan Committee. He is also a member of the National Institute of Pension Administrators (NIPA), Profit Sharing Council or America and a member of the American Society of Pension Professionals and Actuaries. Ray is a Certified Employee Benefits Specialist and is licensed in all lines of insurance.

Ray regularly presents on topics regarding retirement plan design, administration, and compliance.  He obtained his Bachelor of Science Degree from the College of Business and Management at the University of Maryland at College Park. 

Angela is a retirement plan administrator with eight years of experience. She oversees and coordinates the retirement plan administration team.  She provides consulting and administration services for employer sponsored Defined Contribution Plans.  Those services include Plan Document preparation, annual compliance testing, Form 5500 preparation for Defined Contribution and Welfare Plans, participant statements, contribution, distribution, and loan processing, and Plan termination services.

In December 2007, Angela completed the Accredited Pension Administrator (APA) designation through the National Institute of Pension Administrators (NIPA).