464 Main Street
Whether you are investing to build wealth, protect your family, or preserve your assets, DWC Wealth Advisors provides personalized services for your needs, wants, and long-term goals.
Our reasons for becoming financial professionals are deeply personal. We talk with people every day who struggle to find the help they need to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
Success of your overall financial objectives is a collaborative effort. Our DWC Wealth Advisors and Dalby Wendland tax advisors work together as an integrated team to achieve streamlined financial clarity and prosperity for clients. We understand that the success of our clients’ finances, goals, and strategies start with coordinated communication and cooperation among unified professionals who always have the client’s best interest and excellent service in mind.
President and CEO
Chris joined Dalby, Wendland & Co., P.C. (DWC) in 1996 and became a principal in 2009. He was appointed CEO in 2019 and serves as the president of DWC's board of directors. During his public accounting career as a tax professional and...
Kevin has been a wealth advisor since 2002, starting his career with a Fortune 100 insurance company. His broad knowledge of investments and insurance provides holistic planning and support to DWC Wealth Advisor clients. He is also a...
Jason has over 20 years of experience as a wealth advisor. He specializes in private wealth management, focusing on high net-worth individuals and families. Jason provides comprehensive financial planning, including managing...