About Relevé
We help you navigate your wealth with confidence.
Relevé Financial Group offers coordinated, tax-smart financial planning, designed to give you confidence as you build the life you want.
How we work
Our Commitment.
At Relevé Financial Group, we believe that wealth should empower you to achieve your life goals, not become a source of stress.
Our commitment is to provide you with the clarity and confidence needed to navigate your financial journey.
We are dedicated to helping you harness the full potential of your wealth, so you can focus on what truly matters: living a fulfilling life with your loved ones. Let us be your trusted partner in achieving financial freedom.
The people behind Relevé
Our Team.
Dawn Dahlby
CFP® · BFA™
Founder & CEO
Kimberly Bannwarth
CRPC® · CSCP · BFA™
Managing Director, Private Wealth Advisor
Nadine Thibault
CFP® · BFA™
Director, Advice Team · Private Wealth Advisor
Tom Dale
CFP®
Private Wealth Advisor
Todd Bullinger
CPA · MBT
Accountant, Tax Service, Partnership
Johanna Thielen
Client Experience Manager
Kacie Hintz
Client Experience Manager
Debbie Braund
Director of Executive Operations
Olivia Jurkovich
BFA™
Marketing and Growth Manager