We Guide Financial Lives with

Clarity, Courage, and Calm

At Relevé Financial Group, we believe wealth is more than numbers — it’s the intersection of strategy, values, and real life. We provide concierge-level fiduciary care and a comprehensive planning experience designed for women navigating complexity, transition, and meaningful responsibility. Whether you’ve built wealth through career success, recently inherited assets, or are stepping into new financial stewardship, our team partners with you to help you pursue clarity, confidence, and long-term financial peace of mind.

We Guide Financial Lives with

Clarity, Courage, and Calm

At Relevé Financial Group, we believe wealth is more than numbers — it’s the intersection of strategy, values, and real life. We provide concierge-level fiduciary care and a comprehensive planning experience designed for women navigating complexity, transition, and meaningful responsibility. Whether you’ve built wealth through career success, recently inherited assets, or are stepping into new financial stewardship, our team partners with you to help you pursue clarity, confidence, and long-term financial peace of mind.

OUR MISSION

We help women and their families navigate wealth with clarity,

intention, and calm — to support financial planning aligned with what matters most.

OUR VISION

To redefine how women experience wealth by creating a future built on clarity, confidence, and thoughtful stewardship—reducing complexity and financial stress.

OUR MISSION

We help women and their families navigate wealth with clarity,

intention, and calm — to support financial planning aligned with what matters most.

OUR VISION

To redefine how women experience wealth by creating a future built on clarity, confidence, and thoughtful stewardship—reducing complexity and financial stress.

For over 25 years, we have worked with clients on

investment management, retirement planning, tax

strategies, and multi-generational wealth planning.

Dawn Dahlby
CFP® / BFA / CEO

Kimberly Bannwarth,
CRPC®, CSCP

Managing Director, Private
Wealth Advisor

Nadine Thibault,

CFP®, BFA

Director, Advice team, Private
Wealth Advisor

Todd Bullinger,

CPA, MBT

Accountant, Partnership with
Relevé

For over 25 years, we have worked with clients on investment management, retirement planning, tax strategies, and multi-generational wealth planning.

Dawn Dahlby,
CFP® / BFA / CEO

Kimberly Bannwarth,
CRPC®, CSCP

Managing Director, Private
Wealth Advisor

Nadine Thibault,

CFP®, BFA

Director, Advice team, Private
Wealth Advisor

Todd Bullinger,

CPA, MBT

Accountant, Partnership with
Relevé

Tom Dale, CFP®

Private Wealth Advisor / Planning and Investment Specialist

Kacie Hintz

Client Service Associate

Johanna Thielen

Client Service Associate

Debbie Braund

Director, Brand Development

Gary Jurkovich

Director, Technology & Media Production

Marjoury Nape

Brand & Media Manager

Olivia Jurkovich

Marketing Intern

Sophia Jurkovich

Marketing Intern

Ready To

MANAGE YOUR WEALTH DIFFERENTLY?

We'll inspire you each month with the most relatable topics and tactical advice.

Every issue is packed with financial tools, news and motivation to help you manage your wealth differently.

Ready To

MANAGE YOUR WEALTH DIFFERENTLY?

We'll inspire you each month with the most relatable topics and tactical advice.

Every issue is packed with financial tools, news and motivation to help you manage your wealth differently.

2026 RELEVE FINANCIAL GROUP | CREDITS

2026 RELEVE FINANCIAL GROUP | CREDITS