Dbr & Co
DBR & CO is a nationally recognized Registered Investment Advisor (RIA) specializing in building tailored financial plans and investment programs for individuals, multi-generational families, retirement plan sponsors, and institutions. Our goals-based advisory approach centers on understanding your unique story and financial journey. With an average of more than 20 years of advisory experience, our team of expert planners and investors works passionately to bring your goals to life. Delivering objective, personalized services has been central to DBR & CO's mission since the firm was established in 1994. As an independent, fee-only fiduciary, you can trust that our interests are always fully aligned with yours. These core principles - independence, objectivity, and personalization - are part of why the Financial Times and others have recognized us among the top advisory firms in the country.
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Verified contacts
33
available on Kipplo
LinkedIn employees
31
11 to 50 range
Open roles
—
no listings
Distinct roles
24
indexed titles
Tech stack
2
tools in use
Monthly traffic
118
organic / mo
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Decision-makers and verified team members
33 contacts with verified email or phone · masked until revealed.
- JS
Jeremy Suschak
Head of Business Development · Sales & Business Development
EmailPhone - JB
Jody Beegle
Administrative Assistant · Operations
EmailPhone - LM
Leah McNally
Administrative Assistant · Operations
EmailPhone - ML
Marvin Ledgister
Associate Advisor · Finance & Accounting
EmailPhone - MG
Mickey Gilbert
Front Desk Receptionist · Customer/Client Service
EmailPhone - MA
Michael Aroesty
Chief Investment Officer · Finance & Accounting
EmailPhone - CS
Charles Stout
Senior Financial Advisor · Finance & Accounting
EmailPhone - LZ
Loraine Ziegler Montanye
Senior Retirement Plan Advisor · Finance & Accounting
EmailPhone - SK
Steve Kohler
Senior Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 33 verified contacts
Top roles at Dbr & Co
24 distinct titles indexed · top 10 shown.
- 3senior financial advisor
- 2administrative assistant
- 2associate wealth advisor
- 2front desk receptionist
- 114b
- 1associate advisor
- 1ceo
- 1chief commercial officer (cco)
- 1chief compliance officer
- 1chief executive officer and founder
- +14more titles
Sign up to unlock all 33 contacts at Dbr & Co
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