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.

 

 

Meet the entire team

team

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

Wealth Wellness Expert, CEO, Founding Partner

team

Kimberly Bannwarth, CRPC®, CSCP

Vice President, Founding Partner, Managing Director

team

Nadine Thibault, CFP®, BFA™

Director, Advice team, Private Wealth Advisor

team

Todd Bullinger, CPA, MBT

Accountant, Partnership with Relevé

team

Jake Fromm, CFS®

Lead Investment Analyst

team

Kacie Hintz

Client Service Representative

team

Johanna Thielen

Client Service Associate

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Erin Morrissey

Marketing Director

team

Debbie Braund

Director, Brand Development

team

Lisa Haster

Estate Attorney, Partnership with Relevé

team

Jennifer Yarusso

Insurance Specialist, Partnership with Relevé

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