The Weber Dickens Team
About Us
Knowing our clients and truly understanding their goals and objectives is at the heart of the work that we do on our team. Taking the time to learn from our clients and customizing an approach to navigating complicated financial matters is key to the long-standing partnership that we have with our clients.
With a combined thirty plus years of experience in working with clients in varying situations and circumstances, Doug Weber and Bill Dickens have developed an extensive expertise in counseling successful individuals, families and institutions in the areas of:
- Executive Benefits and Financial Planning
- Business Transitions
- Wealth Preservation and Legacy Planning
- Emerging Affluent and Wealth Accumulation
- Women in Transition
- Retirement from Federal Service
- Qualified Retirement Plan Design and Administration for Businesses
- Endowment and Private Foundation Policy Design and Investment Management
We take pride in the confidence our clients place in our team and for the opportunity to act as their advocate in the financial matters they face allowing them to enjoy more of what they enjoy in life.
Team Members
Julie Kehlenbrink
Client Service Manager
Christopher Moore
Client Service Manager
Sherilyn Kennedy
Operations Manager
Tessa Madden
Intern
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
-
Matthew Sallaberry Advances to Partner at Moneta
Moneta’s Board of Managers unanimously approved Matthew Sallaberry to be promoted to Partner in the firm. His path to and…
-
Monthly Recap – November 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a resounding victory for former President…
-
T is for Tariffs
That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as Fed…