Meet The Team

CFP® CERTIFIED FINANCIAL PLANNER™ Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design)...

Tyler is a graduate of Davenport University with high honors and is passionate about working as a financial advisor. He assists Dewey with business development and client acquisition.

Bethany has many years of administrative and customer service experience in several different fields. Here at DAE Capital Advisors, she assists with taking client calls, scheduling appointments, preparation and processing of paperwork,...

Laurie has more than 20 years of experience as both Financial Advisor and Managing Associate. She has been recognized as an industry leader who has earned multiple mentorship awards for her position of developing new advisors within...

Jessica is the newest member of the team, joining us in the summer of 2018. She has a Bachelor’s Degree in Business from Davenport University and has an extensive background of administrative and customer service experience.