For over 20 years, we have helped clients make sound decisions around investment management, retirement planning, tax strategies and multi-generational wealth planning.

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Dawn Dahlby-Jurkovich, CFP®, BFA™, CRPC®

Wealth Wellness Expert, CEO, Founding Partner

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Kimberly Bannwarth, CRPC®, CSCP

Vice President, Founding Partner, Managing Director

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Nadine Thibault, CFP®, BFA™

Director, Advice team, Private Wealth Advisor

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Todd Bullinger, CPA, MBT

Accountant, Partnership with Relevé

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Jake Fromm, CFS®

Lead Investment Analyst

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Kacie Hintz

Client Service Representative

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Johanna Thielen

Client Service Associate

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Erin Morrissey

Marketing Director

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Debbie Braund

Chief Administrative Officer

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Lisa Haster

Estate Attorney, Partnership with Relevé

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Jennifer Yarusso

Insurance Specialist, Partnership with Relevé


 

OUR MISSION

We inspire people to think differently about their wealth so they can LIVE WELLthy™ today and tomorrow.

 

OUR VISION

We are a leading and innovative wealth advisory platform. We deliver valued advice that impacts the financial and personal well-being of our clients.

 

 

With opportunities to serve clients nationally, Relevé Financial Group offers comprehensive, value-based wealth management services to executives, entrepreneurs, and retirees, with a strong emphasis on empowering women to build their personal security and their financial freedom at the same time.

Our clients tell us they are looking for comprehensive wealth management and overall financial guidance. Our services go beyond the day-to-day management of your money. We work to ensure that the financial decisions you make align with your personal values.

Our practice operates as a fiduciary and as an independent Registered Investment Advisor (RIA). Fiduciaries and RIAs are required by law to represent the best interests of their clients when selecting investments and giving advice. Those best interests include recommending low-cost options when selecting funds and other investments and avoiding conflicts of interest.

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