Dowling & Yahnke, LLC, a wealth advisory firm managing over $2.5 billion for more than 900 clients, is proud to announce that Alana Asmussen, CFA, CFP® and Mike Brown, CFA, CPA, CFP® are now Partners in the Firm.
“A critically important, differentiating factor for us compared to other firms is the caliber of our team at Dowling & Yahnke,” stated Will Beamer, one of the Firm’s Partners, as well as President and CIO. “More specifically, we stress that our advisors demonstrate exemplary client focus, master deep industry knowledge, and obtain advanced degrees and industry-leading credentials, such as the CFA and CFP®. Alana and Mike exemplify our standards. We are excited and proud to have them as Partners to help drive the vision of the Firm for years to come.”