Broker Check

At our firm, we have the client—and only the client—in mind.

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.

Wealth Management Team

Michael J. Dreyer, CFP®, CAIA

Owner / Principal

(920) 380-7056

(920) 214-8282

mike@dreyerwealth.com

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....

Read more

Client Support Team

Dawn Nowak

Client Relationship Manager

920-380-7056

920-214-8282

dawn@dreyerwealth.com

Dawn joined Dreyer Wealth Management in March 2021 and received her Associate's Degree in Banking and Financial Services from Fox Valley Technical College...

Read more

Amanda Douglas

Client Support Specialist

920-380-7056

920-214-8282

amanda@dreyerwealth.com

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...

Read more

Insurance Team

Jim Dreyer

Insurance Consultant

(920) 515-0515

(920) 214-8282

jim@dreyerwealth.com

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....

Read more

Marketing Team

Jenni Dreyer

Marketing Manager

920-380-7056

920-214-8282

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...

Read more
Client Centered

Client Centered

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.