DGN Wealthcare, LLC Our clients’ best interest above all else
Since our founding in 2001, DGN Wealthcare has built it's practice on people, professionalism and outstanding client service.
Our team members are focused on anticipating needs, developing solution-based, problem-solving initiatives while creating and engaging in trusted, advisory relationships.
DGN has a reputation for educating individuals in an easy-to-understand manner, empowering clients to pursue their financial objectives.
Learn more about the DGN team members below. We encourage you to reach out to any or all of us.
Richard J. Garner, CFP®
Director of Wealth Management
231-946-2762
Rick Garner has been helping clients pursue their financial goals since 2002. He has a unique ability to provide tax-centric solutions for carefully chosen clients that demand excellence, innovation, and professionalism. He remains...
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James M. Taylor, CPA, CFP®
Financial Advisor
231-946-2762
Jim Taylor is a CPA and CERTIFIED FINANCIAL PLANNER™ working with his clients to make tax-smart financial decisions. Together he navigates the most technical areas of taxation and finance to plan at the highest level. Jim has...
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