Our Team

Dan Mihelic, Founder, President, and Chief Investment OfficerDan Mihelic

Founder, President, and Chief Investment Officer

Dan received a Bachelor of Science in Aerospace Engineering from the University of Colorado and spent the first part of his professional career as a Design Engineer for Cessna Aircraft Company.  After earning an MBA at Wichita State University, he moved into the finance and investment world and began his career in financial services as a Financial Advisor at Merrill Lynch in 2000.  Prior to founding Tenzio Partners, he served as Investment Manager at Stelbar Oil Corporation, Inc.  Dan’s hobbies include triathlons and mountain climbing.

 

Erica Stafford, Associate Portfolio ManagerErica Stafford

Associate Portfolio Manager

Erica received a Bachelor of Science in Business Administration with an emphasis in Finance from Wichita State University.  Prior to joining Tenzio Partners, she was a Registered Representative/Investment Adviser for Multi-Financial Securities Corporation.  Erica enjoys spending time with her family and watching World Cup soccer.

 

Doug Applegate,  Research ConsultantDoug Applegate

Research Consultant

Doug received a PhD in Computer Science from Oklahoma State University, as well as a Bachelor of Science in Business Administration and a Master of Science in Finance from University of Tulsa.  Prior to acting as a consultant for Tenzio, Doug was Quantitative Data Manager for Longbow Asset Management in Tulsa.

 

For further information, please refer to our ADV Part 2B.