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Biographies

Michael T. Hartley, CFP, AAMS
Michael T. Hartley Mr. Hartley is the Chairman and Chief Executive Officer of Dale K. Ehrhart, Inc. and a manager of Tillman Hartley LLC. He frequently works as part of collegial teams that provide sophisticated estate, tax, and investment planning, as well as family office services. In addition to his executive duties, Mr. Hartley is involved in designing diversified investment portfolios and other sophisticated investment strategies for the diversification of clients' concentrated equity positions. Prior to joining Dale K. Ehrhart, Inc. as a principal in 1985, Mr. Hartley worked as a corporate comptroller and director of finance.

Mr. Hartley is a member of the Financial Planning Association, the National Committee on Planned Giving, The Family Firm Institute (FFI), Attorneys for Family Held Enterprises (AFHE), the Family Business Network (FBN), and is actively involved in many civic and charitable organizations in the Venice area. He was the recipient of the Outstanding Leadership Award from the National YMCA Southern Region.

Mr. Hartley has served as the Chairman of The Venice Endowment, the state of Florida's largest community foundation fund as is a director of the Gulf Coast Community Foundation of Venice. He is a founding member of the Institute of Philanthropy and works with the Sudden Money Institute. He is listed in National Register's Who's Who in Executives and Professionals (2001-2002).

Mr. Hartley's education includes undergraduate degree work at Indiana University School of Business, College for Financial Planning, New York Institute on Family Wealth, and University of Chicago Graduate School of Business executive education on investment portfolio design. He holds the CFP (CERTIFIED FINANCIAL PLANNER) and AAMS (Accredited Asset Management Specialist) designations as well as licenses including the Series 7 (General Securities), Series 25 (Securities Principal), Series 28 (Financial Operations Principal), Series 63 (Uniform Securities State Law), and Series 65 (Investment Advisor).

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Michael W. Hartley, MBA, CFP
Michael W. Hartley Mr. Hartley is a Vice President of DKE, Inc. and the Director of DKE Digital Resources, a subsidiary of DKE, Inc. The services that DKE Digital Resources provides include the creation and sustaining of Virtual Family Office web-interfaces for family and professional teams, and database design and management for these teams. Mr. Hartley has been with DKE, Inc. and has worked in conjunction with several Professional Collaboratives to support clients since September 2003.

Mr. Hartley earned both his Bachelor's Degree in Business Administration with a concentration in Management (2003) and his Master of Business Administration with a concentration in Finance (2005) from the University of Miami (Miami, Fla.) He also completed the University of Chicago's Graduate Schools of Business course for Strategic Portfolio Design. Mr. Hartley holds the CFP (CERTIFIED FINANCIAL PLANNER) designation and is licensed as a Series 65 Registered Investment Advisor Representative. He is also a member of the Family Legacy Network and The Family Firm Institute (FFI).

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James H. Moore, CFP
James H. Moore Mr. Moore is a Vice President of DKE Inc. He has been supporting DKE clients since October 2001. He earned his Bachelor's Degree in Business Administration with a concentration in Finance from the University of Florida in 1999. Currently, he holds the CFP (CERTIFIED FINANCIAL PLANNER) designation, is registered as a Series 7 General Securities Representative, Series 63 Registered Securities Agent in State Law, and Series 65 Registered Investment Advisor Representative.

Outside the office Mr. Moore works with the Safe Childrens Coalition, which is contracted through Department of Children and Families, to provide safe homes for foster children in Sarasota and Manatee County. He also helped to start the Heart Gallery of Sarasota, a not for profit organization that aids in placing children with adoptive families.

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Kathryn L. Newsome, RP
Kathryn L. Newsome, RP Mrs. Newsome is Assistant Vice President of DKE, Inc. She provides family office services and also serves as Office Manager, Research Assistant, Project Communication Officer and Human Resource Director.

Her Associate's Degree in Business Management was earned at Owens Community College, Toledo, Ohio in 1998 with honors (Alpha Beta Gamma). She earned her Registered Paraplanner (RP) designation from the College for Financial Planning in 2005, is a Notary Public, and is also a Series 65 (Registered Investment Advisor) candidate. She has been with DKE, Inc. supporting their clients since March 2001.

Mrs. Newsome is a member of the American Society of Notaries, Quota International of Venice, FL, an Army veteran, and a charter member of the Women In Military Service For America Memorial in Washington, DC. She is listed in Two Thousand Notable American Women (1997 - present).

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Byron A. Sanders
Byron A. Sanders Mr. Sanders is President of DKE, Inc. His duties include directing and supervising the firm's portfolio analysis and design process Mr. Sanders joined DKE in the fall of 1999 as a Portfolio Manager.

Mr. Sanders has a wide-ranging background in all sectors of the securities industry. His career has spanned more than 28 years and has included extensive experience in retail as well institutional sales, trading and administrative functions. Prior to DKE, he worked for several regional securities firms in and around the Tampa Bay area of Florida. He has a strong background in Modern Portfolio Theory, quantitative ("Graham & Dodd") security analysis, principal market making and risk-management, listed, off board and OTC block trading and institutional sales. Current NASD licenses include General Securities Principal, Registered Options Principal, Registered Representative, and Financial Operations Principal.

Mr. Sanders is a lifelong resident of Florida and holds a B.A degree in English from Duke University ('75).

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Robert C. Keyser, CFP, CLU
Robert C. Keyser Mr. Keyser is a Vice President of DKE Inc. He joined DKE, Inc. in December 2002 as a Portfolio Manager. His current duties include analyzing and designing portfolios for prospective clients, managing derivative investment accounts for individuals and servicing client's life insurance and annuity needs.

Mr. Keyser has been in the financial service industry since 1978 and is experienced in all aspects of retail financial services and comprehensive financial planning for individuals and families. He has a strong background in Retirement Planning, Life Insurance and Annuities, Modern Portfolio Theory and quantitative security analysis. Mr. Keyser has been a resident of Florida since 1963 and holds a B.A degree in Finance from the University of Notre Dame ('76).

Prior to his association with DKE, Mr. Keyser was a Financial Advisor with AIG Valic and a regional securities firm in Sarasota, Florida. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Chartered Life Underwriter (CLU). Current FINRA licenses include General Securities Principal, Registered Options Principal, Registered Representative, and Registered Investment Advisor.

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Thomas Trammell -- Click here to contact.
Thomas Trammell

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