About

The DGN Team

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

231-946-1722

231-946-2762

rgarner@dgncpa.com

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...

James M. Taylor, CPA, CFP®

Financial Advisor

231-946-1722

231-946-2762

jtaylor@dgncpa.com

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...

Kendra Dean

Wealth Management Assistant

(231) 946-1722 ext. 2219

KDean@dgncpa.com

Why did I start a career in financial services? All because of a neighbor! After years of working in the retail resort industry, I was looking for an opportunity that would provide me with the flexibility to be with my family more, and...

Tara Olson

Associate Registered Representative

(231) 943-2461

TOlson@dgncpa.com

Recall how challenging it was to choose a profession at the age of 18? Business – as vague as it is - seemed to be the right path. My first “real job” was in the accounting department of a regional food...

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