331 E. Washington St.
After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp complex finance matters and use those concepts to pursue their financial objectives.
Over the years, we have found that a team approach can be an effective method to help clients with a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone. From planning to execution to follow-up, we take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Owner / Principal
Mike was born and raised in Appleton, WI. He received his bachelor's degree from the University of Wisconson - Madison. After graduation, he entered the financial planning and insurance field where he has worked ever since....
Client Relationship Manager
Dawn joined Dreyer Wealth Management in March 2021 and received her Associate's Degree in Banking and Financial Services from Fox Valley Technical College...
Client Support Specialist
Amanda was born and raised in Appleton, WI. In 2020 she purchased her first home in Menasha, where she resides with her Fiancé Jon & her three cats. Amanda loves spending her free time gardening, tending to her plants...
Jim handles life insurance and long-term care insurance for Dreyer Wealth Management clients. Jim has lived Appleton, WI for over 50 years. He received his bachelor's degree from the University of Wisconsin - Stevens Point....
Jenni, a dietitian by schooling and a marketer by trade, is excited to bring her marketing and communications knowledge to the Dreyer Wealth Management team...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.