Doug does not believe in using the cookie-cutter, one-size fits all approach to creating investment portfolios. He employs a professional, goals-based, life-planning process to help gather the essential information to craft a truly customized plan designed to help you achieve your goals while managing your investment objectives and risk tolerance.

 

Doug utilizes his background in education to help ensure his clients have clarity and confidence regarding all matters of their investment strategy.

 

After graduating from the University of Michigan, Doug was a teacher at East Lansing and Okemos public schools.  He joined Wells Fargo Advisors in 1999 and earned his Accredited Asset Management SpecialistSM designation in 2001.   Recently, Doug was named to the list of 2025 Forbes Best-In-State Wealth Advisors.  His style is conservative; based on the premise that there are no shortcuts to financial success. With over 25 years of experience in financial services he provides clients personalized and professional advice and guidance. 

 

Doug and his wife Alison reside in Dewitt.  Free time is spent on family activities, travelling, or playing golf.

 

Involvement in the local community is very important to Doug.  He is a member of Dewitt Redeemer United Methodist Church and serves on their Finance committee.  For many years he has organized the delivery of food packs to DeWitt schools through Weekend Survival Kits and the Greater Lansing Foodbank.  He is a former President and board members of the Greater Lansing Estate Planning Council, the Kiwanis Club of East Lansing, and the Haven House shelter in East Lansing.

 

2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time-period from 6/30/23 - 6/30/24 (Source: Forbes.com). 
https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm

Brendan has always had a passion for financial services & financial markets – he knew from a young age that he wanted to join the family business and become a third generation Financial Advisor.

 

His experience in customer service & operational services is an asset to the team. In fact, Brendan recalls his grandfather, Bill Kahl, founder of Kahl & Caltrider Investment Group of Wells Fargo Advisors, instilling in him the importance of client responsiveness and understanding while taking a real interest in their needs.

 

 A generation later, Brendan’s father, Doug Kahl, Managing Director-Investments, became a proponent of utilizing modern day financial and investment tools to elevate client results. The depth of family wisdom has been engrained in Brendan for many years.

 

Therefore, after graduating from Grand Valley State University in 2021 with both Finance and Accounting degrees, Brendan worked two years at Macatawa Bank in the investments department as a client services sales associate before joining the family practice. His goal now is to serve clients using goal-based life planning objectives and create a portfolio to align with the needs, dreams, and risk tolerances of the client. He has a genuine commitment to serve our clients.

 

In his free time, Brendan serves as a member of the GVSU Young Alumni Council and the Greater Lansing Estate Planning Council. He enjoys fishing, golfing, and spending time on the beaches of Lake Michigan. Brendan currently lives in Wyoming, MI with his high school sweetheart, Caroline.

Kelly has always had a keen interest in helping others – she knew from an early age that she wanted to pursue a career that would allow her to tap into her natural problem-solving skills while assisting others.  Little did she know that would lead her to a career in Financial Services. While pursuing a paralegal degree, Kelly began a part-time job as a receptionist at Merrill Lynch.  That was 44 years and three different positions ago. 

For Kelly, this is personal, she understands the importance of helping clients achieve their most important goals. To that end, she actively works to develop strong relationships with each client and to uncover what matters most to them.   She works closely with the senior financial advisor, Doug Kahl, Managing Director – Investments, to craft and facilitate a customized investment strategy designed to help you to achieve your goals.

In 2000, Kelly joined a predecessor firm of Wells Fargo Advisors and in 2004 she began working with the Kahl Investment Group of Wells Fargo Advisors. During her time here she has worked in a variety of positions.  Her extensive background in operational matters is a tremendous asset to the team.  Her diverse work experience has truly made her the go-to person on the team for clients and other team members alike.

Kelly is married with two grown children. In her spare time Kelly enjoys the outdoors, spending time with family & friends, watching a good movie, and tending to her flower gardens.

 

Monica recently joined the Kahl Investment Group of Wells Fargo Advisors and is looking forward to building business relationships with the teams clients.

As a Senior Registered Client Associate, Monica is dedicated to assisting clients with their day-to-day administrative needs. Monica’s addition to the Kahl Investment Group of Wells Fargo Advisors will enhance the service that you receive as valued clients.

Monica has over 20 years of experience in the financial industry and is well versed in what is needed behind the scenes to help keep a team successful.

Monica lives in Dewitt with her husband Marty. Her favorite things to do are spending time with family and golfing with friends.

Michele has been a Senior Registered Client Associate with Wells Fargo Advisors for over 17 years and in the Financial Services Industry for 30 years. Michele takes care of the operational and administrative side of the Kahl & Caltrider Investment Group. After attending Michigan State University, she worked as a receptionist for Prudential Securities before getting licensed and moving on to the Client Associate role she’s had since 1996.
Michele’s favorite part of her job is talking to clients, on the phone or in person, getting to know them, and helping them feel comfortable reaching out to her with any questions or concerns they may have. Michele is there to guide clients through all of life’s changes be it marriage, children, occupational or a loved one’s passing.
Michele has been married for close to 40 years and has 4 grown children. The family still gets together for Sunday dinners and most weekends she has at least a few of her 6 grandchildren having a sleepover. Michele adores Michigan Summers and spends most of her free time reading in the sunshine and fiddling in her garden.