Management Team
Mark E. Dowling,
CFA, CFP®
Founding Partner
Dale E. Yahnke,
CFA, CFP®
Founding Partner
Alana C. Asmussen,
CFA, CFP®
Director,
Portfolio Management
Jacqueline A. Bell,
CFA, CFP®
Director,
Portfolio Management
Karrol Gibbs,
CFP®,
IACCPSM
Director,
Operations
Our experienced team of advisers prides itself on years of real-world experience, numerous industry accreditations, and advanced degrees from some of the leading universities. We design custom wealth management solutions delivered with the highest level of personalized service.
Wealth management founded on
discipline, integrity, and knowledge
Discipline
Ours is a measured, consistent, long-term approach to investing with emphasis on diversification, tax efficiency, and expense management. We regularly monitor and rebalance our clients’ portfolios to maintain the target asset allocation, thereby maximizing the likelihood of meeting the investment goals. Portfolio values may go up or down on any given day, but long-term objectives and success are not affected by daily market fluctuations. During difficult periods in the stock market, our experienced advisers focus on the big picture, maintaining a disciplined approach to investing.
Integrity
Without exception, our clients’ interests are placed ahead of our own. Importantly, our fees are aligned with this fiduciary responsibility. The firm’s only source of revenue is asset-based management fees, paid directly to us by our clients. Additionally, as we have no proprietary investment products to sell, we are free to choose the most appropriate investment vehicles for a client’s particular situation. We believe a fiduciary-based relationship is the optimal model to serve the best interests of our clients.
Knowledge
At Dowling & Yahnke, we have created a higher standard of service by building a team of advisers with exceptional education, experience, and credentials. Our financial planning background and knowledge enable us to build customized, risk-appropriate investment portfolios that fit our clients’ objectives. We also collaborate with our clients’ tax professionals, estate planning attorneys, and other trusted advisers. As a result, we can effectively coordinate critical aspects of our clients’ financial lives – allowing them to focus on their passions and interests.