Releve Financial Group

Nadine Thibault is a CFP® professional with five years of industry experience. She has been with Relevé Financial Group since 2021 and previously worked at NorthRock Partners from 2014 to 2021. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning, consulting, and portfolio management, including a proprietary subscription-based online advisory platform alongside traditional managed-account services.

Kimberly Bannwarth is a financial advisor at Relevé Financial Group with Series 65 and Series 66 licenses and three years of industry experience. She has worked at Ameriprise Financial Services, Inc. since 2008 and has a concurrent role with ISD 622. Outside of her advisory work, she is involved as a vocal director and music teacher with Ashland Productions. Relevé Financial Group manages approximately $255.6 million, serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities through comprehensive financial planning, consulting, and portfolio management. The firm offers both traditional managed accounts and a proprietary subscription-based online advisory platform.

Thomas Dale is a financial advisor at Relevé Financial Group in Scottsdale, AZ, holding a Series 66 designation with five years of industry experience. He previously worked at Grove Point Advisors, Grove Point Investments, and Schumann Financial, and has a background that includes four years at the University of Illinois. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with comprehensive financial planning, consulting, and portfolio management. The firm offers discretionary investment management using a blend of fundamental, technical, and quantitative analysis, and operates a proprietary subscription-based advisory platform alongside traditional managed accounts.

Dawn Jurkovich is a CFP® and Series 66-registered financial advisor with 19 years of industry experience. She has been with Relevé Financial Group since 2016 and previously worked at Northrock Partners, LLC. Outside of her advisory role, she is the owner and founder of dawn.dahlby.com, a financial coaching and empowerment platform for women. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, consulting, and portfolio management, employing a range of investment strategies and operating both traditional managed accounts and a proprietary subscription-based advisory platform.