MILWAUKEE WISCONSIN LOCATION
11220 W. Burleigh Street
Milwaukee, Wisconsin
53222
Milwaukee Financial Advisor
DICKMEYER BOYCE FINANCIAL MANAGEMENT... BECAUSE "THE AIM OF LIFE IS LIVING IT!"
Start Planning Your Life with wealth management guidance from our Milwaukee financial advisor team
Our commitment to you is to serve our clients in a humanistic manner, while keeping their best interest a top priority. We making financial planning about your life, not about us.
Our process:
- Personal Financial Overview
- Plan Development
- Implementation
- Manage & Monitor
At Dickmeyer Boyce our Milwaukee Financial Advisor team is willing to go beyond the traditional scope of financial planning engagements. We help our clients through life decisions and decisions that may indirectly affect their financial well-being. No matter where you are in life, or what you do, we can help. From professionals in the medical space to manufacturing and technology, or small business owners to widows/widowers, we have a tailored solution for you.
INVESTMENT PHILOSOPHY: THE LONG VIEW
Handling your investments as a long term proposition
At Dickmeyer Boyce in Milwaukee, our investment philosophy takes the long view. We handle your investments as a long term proposition, not a process of frequent trading in and out of investment positions or the market as a whole. History shows us that the value of investments rise over the long term in spite of near term economic or geopolitical concerns.
As a Fee Only Milwaukee Financial Advisor advisor, our sole source of compensation comes from the work that we do for our clients. We do not operate on commission or accept incentive from third parties.
Wealth Management Milwaukee Financial Advisor
We follow a well-defined process for managing your wealth, and begin by thoroughly understanding your current financial status and future goals through our ‘Personal Financial Overview’. Once your overview is completed, you may choose to engage with us in our “Wealth Management” services with your Milwaukee Financial Advisor guiding you throughout.
Asset Management
Through the Personal Financial Overview (PFO) we are able to determine the optimal portfolio allocation and return necessary to meet your financial objectives. We use our Asset Management service as the means to achieve your goals. Our investment philosophy seeks to manage risk first, and in the process of doing so, improve long term return. We provide you with periodic reviews including performance information, as well as an opportunity for you to review other aspects of your financial picture with your advisor.
Comprehensive Financial Planning
This service involves the development of a more comprehensive and strategic financial plan based on the initial findings of the Personal Financial Overview. While it begins with the PFO, we delve deeper into the complex issues of Retirement, Insurance, Tax and Estate Planning to ensure that each element is designed to efficiently grow your wealth and meet your long-term goals. Your financial plan is completed over the course of a year and includes specific recommendations and steps for implementation carried out in consultation with your other professionals.
Meet Your Milwaukee Financial Advisor Team
YOur Team
David A. Dickmeyer, M.B.A.
WEALTH ADVISOR | PRINCIPAL OWNER
HIS MOTTO:
“It all boils down to enabling peace of mind.”
Dave received a Bachelor’s Degree in Industrial Engineering from Purdue University in 1978 and an M.B.A. from Butler University in 1982. Dave had a successful career as a sales engineer / marketing consultant in the automotive industry including the development of an electro-magnetic sensor which he patented in 1992. However, while studying for his M.B.A., Dave became fascinated with the financial services industry and spent several years studying investment strategies and researching and analyzing corporations and developed a high level methodology for evaluating individual stocks. After gradually exiting the automotive industry from 2000 to 2005, Dave joined a local fee-only advisory company and began a professional career in wealth management. In 2002, Dave left the firm to start his own fee-only practice; Dickmeyer Financial Management, Inc. In 2004, Ian Boyce joined Dave and together they became Dickmeyer Boyce Financial Management, Inc. Dave is the President and Managing Partner of Dickmeyer Boyce Financial Management, Inc.
Dave is a long time member of the Fort Wayne Director’s Business Group. He is also an active member of his church, Emmanuel Community Church. Dave is an avid golfer and enjoys spending time with his wife Tammy, three children; Holley, Kelley and Max, their spouses (Nick, Morgin and Alisha), and grandchildren.
Sara A. Stanski, FPQP®
OPERATIONS DIRECTOR | SENIOR PARAPLANNER
HER MOTTO:
“Clients are very thankful that team members are available when the advisors may not be, someone who is as familiar with their situation and can get them an answer promptly.”
Sara holds a Bachelors Degree in Business Administration with a concentration in Finance from Saint Mary’s College. After graduation in 2001, Sara joined a local Fee-Only advisory firm and received her Registered Paraplanner™ Certification from the College for Financial Planning in Denver. Sara worked as an Asset Management Specialist and Paraplanner for six years before joining Dickmeyer Boyce Financial Management, Inc. in 2007. Sara is the Operations Director and Senior Paraplanner for DBFM. Her areas of focus include managing and increasing office efficiency through improvements to current procedures, compliance & planning and prioritizing business functions. Sara also serves as a Senior Level Paraplanner assisting in the preparation and administration of high level financial plans.
Sara is married to Jeff and together they have three children; Charlie, Sophie and Sam. Sara is a member at St. John the Baptist Catholic Church Fort Wayne. She also stays busy with her children’s various activities. In her free time she likes to read, exercise and spend time at the lake. You can find Sara most days at the pool, football field, volleyball court or baseball field cheering for her kids.
Ian D. Boyce, CFP®
CERTIFIED FINANCIAL PLANNER™ | PRINCIPAL OWNER
HIS MOTTO:
“It’s about caring enough to consider the many assumptions and strategies that could positively or negatively impact a client or their family, and based on our findings helping them implement recommendations to achieve their goals.”
Ian has been providing financial planning and wealth management advice to clients since 1999. He holds a Bachelor of Arts degree in Zoology with a minor concentration in Economics from the University of Vermont. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and NAPFA-Registered Financial Advisor.
Ian is a founding member and Managing Partner of Dickmeyer Boyce Financial Management. He has been quoted in numerous publications and is a frequent public speaker on financial topics. He specializes in planning for professionals and with families in transition; from retirement to divorce or death.
Ian is actively involved in a number of professional, civic, and charitable organizations within his community and serves as a Director or Board Member on several Boards including The University of St. Francis, Parkview Hospital Regional Medical Center, Parkview Hospital Foundation Board, and Questa Foundation.
Ian is a former professional hockey player well known in Fort Wayne for his time spent playing for the Fort Wayne Komets. In his free time, he enjoys cycling, gardening and golfing. He is married to Kim and has three children; Jeremy, Cameron and Chandler.
Glenda Ludlow
CLIENT SERVICE SPECIALIST
HER MOTTO:
“It’s about making clients feel comfortable and cared for.”
Glenda began working in the fee-only industry in 2009 as an administrative assistant for a Fee-Only financial planning firm in Fort Wayne, IN. She joined Dickmeyer Boyce in 2012. Glenda has become a vital member of our client service team, assisting with our daily portfolio management system download and helping to manage our client relationship management software. She also prepares client meeting reports and assists in processing new accounts, transfers, money movement and other service related requests.
Glenda is an active member of Grace Point Church. She enjoys gardening, cooking and spending time with her family and friends. She is married to husband Jeff and they have two children; David and Philip and one grandson; Aidan.
Max D. Dickmeyer
INVESTMENT ADVISOR REPRESENTATIVE
HIS MOTTO:
“Often it is appreciated that we use resources and technology to add time back to our clients’ lives.”
Max graduated from Purdue University in 2015 with a degree in Mechanical Engineering. However, he has worked for Dickmeyer Boyce Financial Management Inc. since 2010. Max’s role is multi-faceted. He is responsible for equity research and analysis, internal asset management, and assistance with technological and automation opportunities. In the short term, Max is working towards accreditation necessary for client engagement / wealth management.
Megan N. Relue
STAFF FINANCIAL ADVISOR | CLIENT SERVICE ASSOCIATE
HER MOTTO:
"Serving others and minimizing the disruption caused by financial anxiety is one of the most rewarding aspects of what we do."
Megan joined Dickmeyer Boyce Financial Management in June of 2021. Megan has hit the ground running having worked for DBFM for several college and high school internships. Her primary role is providing direct support to advisors as they prepare for client meetings and to build and maintain client relationships, but her goal is to be a client facing advisor herself.
Megan received her Bachelor of Science Degree in Business Administration with a focus in Financial Planning from Liberty University in Lynchburg, VA in 2021. She was an outstanding student, achieving a place on the dean’s list every semester of her college career and graduating in three years. While at Liberty, Megan completed her Certified Financial Planner coursework (CFP®), as well as the coursework to become a Certified Kingdom Advisor (CKA). She plans to take the CFP certification examination in the spring or summer of 2022 followed by the CKA exam at a later date.
Megan is recently married to husband Jack. She is an avid runner and together they enjoy running, hiking, cooking gourmet food and serving at their local church.
Drew D. Lanphear, CFP®, RICP®
WEALTH ADVISOR| CERTIFIED FINANCIAL PLANNERTM
HIS MOTTO:
“Clients appreciate our willingness to make recommendations that may not be immediately favorable to our firm, but are in the best interest of the client for the long run.”
Drew graduated from the University of Wisconsin-Madison with a degree in Mechanical Engineering in 1999 and received an M.B.A. from Cardinal Stritch University in 2011. He spent 20 years as a sales engineer and sales director, providing industrial automation solutions to industries such as automotive, consumer electronics, food, and healthcare. Prior to joining Dickmeyer Boyce, Drew was the North American Sales Director at a leading sensor manufacturer for enabling driverless vehicles. Throughout his career in sales, Drew spent significant time studying investments, investment strategy, and wealth management, while also, managing his own portfolio of investments. In 2016 he decided to formally pursue a career in financial management and enrolled in Northwestern University’s certified financial planning program. Upon successively completing his education requirements, Drew passed his CFP ® board exam in March 2018 and now dedicates all his professional time to helping clients manage their wealth.
Outside of work Drew enjoys staying active and volunteering.
Dennis J. Bragg
RESEARCH ANALYST
Denny joined Dickmeyer Boyce Financial Management Inc. in 2012 as a Research Analyst after a career as a business owner/manufacturer’s representative for Skyline Sales Associates, Inc. Denny has always had a keen interest in economics and in particular researching investment securities and financial topics. His care and diligence has been an asset to our organization and he has become an integral member of our team assisting in the tactical evaluation of the market environment, which includes: studying company filings, forecasting and examining financial statements and disclosures.
Denny has been married to wife Kate for 27 years. They have two boys Jonathan and Patrick, both currently attending college.
Contact a Milwaukee Financial Advisor
Have a Question? Feel free to reach out to us.
MILWAUKEE WISCONSIN LOCATION
11220 W. Burleigh Street
Milwaukee, Wisconsin
53222