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, Private Wealth Advisor

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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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Tom Dale

Planning and Investment Associate

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Erin Morrissey

Marketing Director

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Debbie Braund

Business Development Director

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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 firm. We deliver valued advice that impacts the financial and personal well-being of our clients.

 

 

Site Design Rebecca Pollock
Site Development Alchemy + Aim