Michael Orzel earned his bachelor's in business administration from Arizona State University and a juris doctor degree from California Western School of Law. After spending seven years as a civil litigation attorney in California, Mike took a position as a Financial Advisor with Merrill Lynch in San Diego where he established a rewarding practice working with high net worth individuals, families and small business owners.
He is a Certified Financial Planner® and Wealth Management Advisor whose experience and insight benefit SignalPoint Asset Management clients. Mike plays a key role in the coordination of compliance and overall operations for SignalPoint.
As managing director of our firm, Skip Motsenbocker guides the overall national expansion of the SignalPoint process. He plays a critical role in directing the retail and institutional growth of our firm in today's highly competitive marketplace.
Skip is a strategic planner who knows how to successfully gauge the changing dynamics of local, regional and national markets. He brings more than 20 years of management and consulting experience to SignalPoint in various industries including consumer products, where he spearheaded global brand development for Lift Off, Inc.
The brilliance behind SignalPoint's proprietary algorithm and its origin is due to the expertise of our Chief Investment Officer, Tom Veale. For more than 20 years, Tom has helped a range of clients increase their wealth by guiding the growth of their portfolios. He also devised investment strategies for trusts, foundations and charities.
Tom's extensive research on the stock market and Wall Street enabled him to create and perfect the SignalPoint algorithm to capitalize on market activity. Read Tom's astute assessments of the financial industry on the SignalPoint blog.
Paula began her career over 22 years ago at Merrill Lynch as a financial advisor and has been a leader at firms such as Smith Barney and A.G. Edwards in major markets around the U.S. As a manager of both retail and institutional professionals, Paula has a keen understanding of institutional sales as well as the dynamics between advisors and clients.
Her knowledge of the investment and wealth advisory processes and the expertise she brings with her background provide invaluable tools as she directs our efforts to develop the SignalPoint process with institutions and advisors. Paula is based in the San Francisco bay area and can be reached at 415-606-8990.
Glenn Schoen comes to SignalPoint with years of experience as a senior manager at Ernst & Young, where he provided international security and crisis management advisement to corporations and government institutions.
He appears regularly as an expert source on major news networks, including CNN, ABC, NBC, and FOX, and has been quoted by dozens of leading international newspapers. He holds a bachelor's degree in political science from Wittenberg University and a master's in international relations from Ohio State University.
Randy's exceptional experience with world class banking technology and the investment industry stems from his numerous accomplishments at Jack Henry and Associates Inc. as well as Commercial Bank and Trust.
Today more than ever, SignalPoint's proprietary portfolio, algorithm, method and strategy combined with the expanding influence of the internet are just two reasons why Randy is a perfect fit for our customers and our firm. His extensive expertise as a CPA is also highly regarded by his clients.
SignalPoint Asset Management, LLC
Office Hours: 8:00 am—5:00 pm Monday—Friday
1201 E Walnut Street, Springfield, Missouri 65802
Phone: 877.769.9980
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