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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

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...
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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...
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Tara Olson

Associate Registered Representative

(231) 943-2461

TOlson@dgncpa.com