We inspire people to think differently about their wealth so they can LIVE WELLthy™ today and tomorrow.
We are a leading and innovative wealth advisory platform. We deliver valued advice that impacts the financial and personal well-being of our clients.
Dawn has established a reputation as one of the foremost wealth building advisors in the United States. With 20+ years experience, she is determined to share what she has learned, empowering her team and her clients with the financial skills they need to succeed and empowering women to feel confident about themselves and their abilities. Dawn’s specialized training combines her knowledge of human psychology with proven financial strategies, taking a ground-breaking, holistic approach when advising clients on how to manage their investment portfolios. Her expertise assesses the unique characteristics that drive each client's decision-making process, and applies that knowledge to help them successfully achieve their financial goals. Dawn's engaging coaching style and results-oriented approach has led her to become a featured and recommended speaker at a wide range of professional seminars and corporate events. Her inclusion on the esteemed Forbes Finance Council marks another exceptional achievement in her impressive career. Dawn splits her time between Minnesota and Arizona. She has two teen-aged daughters, two dogs and thankfully only one husband!
With an extensive background in education, including a Bachelor’s and Master’s degree, Kimberly began a career in finance in 2009. Her educational background serves her well in teaching and counseling clients. Because her specific interest is in helping people invest to achieve a secure retirement, Kimberly earned her CRPC® designation and was one of the firm's original founding partners. As managing director, she oversees the service and operations for the practice’s four offices in two states. Kimberly and her husband reside in Woodbury, MN, with their two children. She and her family are active in their local music and theater community.
Nadine is a CERTIFIED FINANCIAL PLANNER™ practitioner and Behavioral Financial Advisor, and joined the team as a Private Wealth Advisor after spending over six years in the Wealth Management industry supporting affluent and ultra-high net worth families. Nadine intentionally develops meaningful relationships with clients to provide customized comprehensive advice, and is committed to empowering others with the knowledge to make sound financial decisions for their families, career and future. Competency, honesty, trust, and an unbiased opinion is what Nadine brings to each client connection. Nadine graduated with honors from the University of St. Thomas with majors in International Economics and Business Administration. Nadine resides with her husband in the San Francisco Bay Area and splits her time between California and Minnesota. Nadine and her husband enjoy exploring and exercising outdoors, especially in the Sierra Nevada mountain range, and enjoy spending quality time with their families in Minnesota. If you have specific needs and seek expertise in helping to navigate through your life events, please reach out as she would like to help!
Todd has been a practicing CPA in the state of Minnesota since 2001. He has specialized in providing tax services for clients of financial advisors since 2011. Before that he worked for 11 years as a Tax Manager at RSM US LLP, a national CPA firm. He received his Bachelor of Accountancy degree from the University of North Dakota and has a Master’s of Business Taxation degree from the Carlson School of Business at the University of Minnesota.
Jake joined the team after spending six years in the financial services industry assisting advisors, clients, and investment professionals navigate the portfolio construction and investment selection process. Jake graduated with a bachelor's degree from the University of Nebraska - Lincoln with a major in Business Administration. He also obtained minors in Communications and Spanish. Since then, he has obtained the Certified Fund Specialist (CFS) designation and is currently a Level II CFA Candidate. Jake is an outdoors-man and loves backpacking/hiking and appreciating nature. He is also a movie buff and enjoys video and board games in his free time.
Kacie’s primary focus is client service. She is responsible for the completion and processing of forms and applications for clients and new accounts, appointment setting, and managing client data. Kacie enjoys spending time with her family, hosting gatherings with friends, and dining out at restaurants around the Twin Cities.
Johanna joined the team in June of 2022 with more than a decade of client focused experience in the banking and financial services industries. She received a Bachelor of Arts from Carroll College in 2010. A native Washingtonian, Johanna and her husband live outside of Yakima, WA along with their twin 6-year-olds and outside of work, Johanna enjoys live music, spending time with friends and family, and exploring the Yakima valley.
Erin oversees all things marketing. She is a creative, strategic, and visionary thinker who leverages decades of experience in marketing, sales management, and technology to develop and implement strategies while managing the marketing efforts of the firm, along with the LIVE WELLthy™ online platform Dawn Dahbly-Jurkovich launched in 2021. Erin’s “American Dream” became one without a mortgage or lots of stuff weighing her down, when in 2012 when she and her husband sold their home in Arizona and began living and working remotely from the road in their custom outfitted RV. Traveling full-time requires a ridiculously positive attitude, serious planning skills, the ability to quickly adapt and creatively solve problems, determination and resilience; all of which Erin pours into everything she does with enthusiasm and a passion that is contagious!
Debbie’s primary focus is to keep all the wheels spinning for us! She manages everything administrative and so much more. She serves as Dawn’s right hand and does what she can to streamline things for the team as well as clients to create a better experience for us all. Debbie lives in Western Wisconsin with her husband Scott. She has been married for 30 years and they have two children, both currently living in Colorado. She enjoys spending her free time being creative, hanging out with friends and traveling to visit with family.
Lisa is a published author and the Founding Attorney of Metropolitan Law Group PA. She specializes in Estate Planning with a focus on Asset Protection, minimizing estate taxes and protecting clients' assets from judgments, opportunists, divorce and waste of minor children's inheritance. When Lisa's clients work with her, they gain the sense of responsibility and peace of mind knowing their assets and their loved ones will stay out of court and out of conflict.
Jennifer has been working in the life and health insurance business for over 10 years. She owns i-Care Life and Health Insurance in St. Paul, MN. She has particular expertise in helping early retirees transition from their group coverage, to their individual/family coverage, and finally to Medicare.
