Team

Donald Brough
Senior Managing Partner

614.515.5702
614.874.2340 x113

As the founder and Branch Manager of Preferred Capital Management (PCM), Don crafts unique planning and investment strategies that are rooted in the insight, knowledge and good judgement that his thirty-five plus years of advisory experience brings to the planning process. In addition, Don is responsible for the management of the firm’s Private Investment Managed accounts. Don enjoys helping the firm’s clients live their best financial lives by working with them to avoid mistakes and make smart financial decisions which enables them to simplify their lives.

Based on Don’s personal family experience he realized early in his career the importance of time in everyone’s life, and that one of the great benefits of having a sound plan is the ability to have the freedom to pursue those moments in life that require the “gift” of time. He believes that “there is no greater reward in what we do than to help guide our firm’s clients in a way that fundamentally improves the direction of their lives.” He feels this is the crucial difference between an investment firm and a wealth management firm like PCM. This intrinsic perspective can best be summarized in the firm’s purpose statement: "To create in our clients a sense of financial well-being that allows them the time to pursue a fuller and more meaningful life."

Don has lived in central Ohio all his life and is a graduate of Otterbein University and Worthington High School. He and his wife Karen live in Powell and are long time members of All Saints Evangelical Lutheran Church in Worthington. They have two grown daughters – Ariel who is a litigation attorney in Columbus and Olivia who joined PCM in May of 2015 as a Registered Client Services Associate. Please feel free to contact Don about creating a planning strategy for you.

The PIM Program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Uri Holmes, CFP®
Partner

614.515.5718
614.874.2340 x112

As a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years’ experience, Uri aims to help improve the financial situation of PCM’s clients. By clarifying and identifying each client’s financial goals, he is able to develop a clear plan to help achieve them. His attention to detail and his organized process allows him to walk the firm’s clients through their individualized plans, and demonstrates how PCM’s investment strategies can contribute to them.

Uri understands that financial comfort can give our clients more options about how to spend their time. He believes in always improving upon himself and giving back to his community. Uri volunteers his time as a board member for The Columbus Zoo & Aquarium as a way to contribute to his passion for animals and nature. He participates in Wine for Wildlife, which raises funds for wildlife conservation, and he serves on the zoo’s Investment Management Council. Uri grew up in Upper Arlington and currently lives in Dublin with his wife, Jennifer. Uri and Jennifer have been members of St. Brigid of Kildare Church for over 10 years. Uri also enjoys golf and has been an active member of Brookside Golf & Country Club for many years.

His interest in finance began at an early age, which led him to pursue and study it at Miami University of Ohio. Uri’s desire to continuously improve upon himself motivated him to refresh and complement his financial skills by becoming a CERTIFIED FINANCIAL PLANNER™ professional. Please feel free to contact Uri to see how he may help you reach a more comfortable financial position.

Gregory Rochte

614.515.5709
614.874.2340 x114

Greg Rochte enjoys meeting new clients, learning their stories and understanding their perspectives. This enables him to effectively communicate and guide his clients financially.

He values the uniqueness of each individual person. This is evident within his own family. Greg and his wife Maryclaire have raised five children, all of whom have different interests and talents. He and Maryclaire are involved with their church and community, participating in mission trips at home and abroad.

An Ohio native, Greg graduated from The Ohio State University with a BA in Economics. Since his graduation in the mid-1980s, Greg has experienced a variety of different economic and political market cycles. Through those experiences, Greg has acquired the knowledge and wisdom necessary to help the firm’s clients achieve their financial goals.

Greg develops plans and guides families—often of multiple generations—to a confident retirement, and helps them put a plan in place for any financial situation. Greg looks forward to meeting and engaging with you to help you achieve your financial goals. Please feel free to contact him here.

Jeffrey Matthews, CFP®, CDFA®
Financial Advisor

614.515.5720
1.888.336.4572

As a CERTIFIED FINANCIAL PLANNER™ professional with over 10 years’ experience, Jeff aims to help improve the financial wellbeing of his clients. He develops a plan to reach your goals by understanding what is uniquely important to you and your family, such as sending your child to college, reaching your ideal retirement or creating a financial legacy that will live on for generations.

Jeff understands there are more important things in life than finances. Most important to him are his wife, Celena, and their two children, Gwyneth and Harris. Jeff is a board member for the Homeless Families Foundation, which is a nonprofit dedicated to ending homelessness in Central Ohio. He has always been active in the community through St. Timothy’s Church and as a member of Brookside Golf & Country Club.

Jeff grew up in Canton, Ohio. He received his bachelor’s degree from American University in Washington, D.C. He furthered his education by becoming a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst® professional. Please feel free to contact Jeff to see how he can help your family.

The use of the CDFA ® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

Kathleen Fletcher, CFP®
Financial Advisor

614.515.5691
614.874.2340 x111

Kathy is a CERTIFIED FINANCIAL PLANNER™ professional with more than two decades experience in the financial and accounting industry. Upon graduating with honors from Purdue University in 1989, she went on to pass the CPA exam.* She began her career with Ernst & Young, and later McGladrey & Pullen, gaining valuable experience in the fields of insurance and employee benefits. The addition of a brokerage background at Banc One Capital Corporation provides a unique perspective and important skill set to offer clients of Preferred Capital Management. Kathy has continued to add to her diverse knowledge base while obtaining several industry registrations and certifications including her General Securities Principal and the Municipal Fund Securities Principal.

Her work ethic, drive to learn and her ability to understand processes are symbolic of how she approaches life. She grew up and is currently living in Worthington with her husband Terry. After a college graduation celebratory trip to Alaska with son Connor, these recent empty nesters are enjoying the exploration of new hobbies and community events. Listening to music on the Scioto Mile, tastings at Ohio wineries and home improvement projects are the latest in their recent adventures. Members of Grace Point Community Church, Kathy is active in women’s ministry.

She enjoys the diverse planning opportunities that are presented by every client experience and values the occasion to listen and learn ‘their stories’. Everyone has different backgrounds, goals and experiences and these all shape the design and application of the planning process. Please feel free to contact Kathy to share ‘Your Story’.

Tricia Beres
Administrative Coordinator

1.888.336.4572
614.874.2340 x110

Tricia has over 20 years of financial services experience. She has supported Preferred Capital Management since 1995 working as an Administrative Coordinator. Her role is to support the team in operations and client service. Tricia is actively involved with the Worthington Seventh Day Adventist Church. She also enjoys spending time with her son Zach.

Erin Gay
Administrative Assistant

614.515.5724
614.874.2340 x120

Erin offers years of experience in client services and advisor support. Her teaching background provides the valuable skill of breaking down processes and being able to communicate them to clients. Her career in our industry began with Progressive Insurance and continued while at UBS. She provides the vital role of support to our team and is a key point of contact for account related questions or services. She works with clients to complete the necessary forms and applications to streamline asset transfers and account changes. She will be the smiling face to greet you when you walk through our front doors.

Her dedication and caring personality is evidenced both at work and at home. Erin and her husband, Steve, are raising four very active children—Abbey, Sammy, Mitchell and Kate. They live in Powell and are involved members of St. Joan of Arc Catholic Church. She enjoys reading, running and baking in her down time, when she is not on the sidelines cheering for her children in multiple sports.

Olivia Brough
Registered Client Service Associate

614.515.4902
614.874.2340 x121

Olivia Brough is the Registered Client Service Associate at Preferred Capital Management. Through her experience she has learned that there are many ways to service a client—from effective communication to creating reliable results.

Olivia graduated from Miami University of Ohio in 2013 with a Bachelor of Arts in History, Political Science and Entrepreneurship. She is skilled in strategic communication, research and creative thinking. Olivia directed the creation and launching of this website. After working at a large corporation, Olivia was drawn to PCM because it offers an innovative environment where she can make a direct positive impact.