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DB&C Advisors, LLC - A Personal and Consultative Approach to Managing Wealth

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • When can I retire?
  • Are my investments aligned with my goals?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Dan O’Mealey is a CERTIFIED FINANCIAL PLANNER™ and the Chief Investment Officer and Chief Compliance Officer for DB&C Advisors, LLC.

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Mark Veenstra is a Certified Public Accountant and a Managing Member of DeBoer, Bauman & Company, PLC. He joined the West Michigan CPA firm in 1986 and became a partner in 1997.

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George Gardner has been a Member of DeBoer, Bauman & Company, PLC since 1986. He is the Partner-In-Charge of the Grand Haven Office as well as the Partner-In-Charge of Retirement Plan Services and Financial Services.

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Jim Michner is a Certified Public Accountant and Partner in DeBoer, Bauman & Company, PLC, a West Michigan CPA firm providing tax planning and business consulting to family owned and managed businesses.

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Mary Erickson

Financial Services Administrator

(616) 355-3455

PROFESSIONAL Mary has 14 years as an administrator. She handles the creating and processing of client paperwork, answer phone calls, set appointments, and general office management. PERSONAL Mary lives in Spring Lake, MI, with her...

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Kaileigh Eddy is a Certified Public Accountant and Manager at DeBoer, Baumann & Company, PLC. She has 18 years of experience as a CPA and joined the firm’s South Haven office in September 2011. Her CPA experience includes small...

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Shannon Simon is an independent Wealth Advisor with DB & C Advisors, LLC He holds the following designations Behavioral Financial Advisor® and Certified Wealth Strategist® and graduated Magna Cum Laude with a bachelor’s...

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