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:
We also can answer your questions, including:
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.
Chief Compliance Officer & Director of Financial Services
Dan O’Mealey is a CERTIFIED FINANCIAL PLANNER™ and the Chief Investment Officer, Chief Compliance Officer and Director of Financial Services for DB&C Advisors, LLC.
Shannon P. Simon BFA®, CWS®
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...
Kaileigh has worked as a Financial Advisor on the DB&C Advisor Team since 2016. In this role, she serves both small businesses and individuals with retirement, tax, and financial planning.
Client Services Associate
Deanna joined the DB&C Advisor Team in 2018 as a Client Services Associate. She provides administrative support to the Financial Services team and customer service and support to clients.
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.
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.