The Team

Meyer, Meyer & Associates

Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and investment strategy, it may make financial sense to rollover some of your assets while you’re still working and contributing to a 401(k) plan.We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify customized financial strategies that can evolve over time. Our goal is to help our clients feel more in charge of their financial lives so that they can pursue their passions — for today and tomorrow— with confidence.

Our Advisors

Tania M Meyer

Tania M Meyer

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Insurance

Education

Bachelor of Science University of Wisconsin Green Bay 1993

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David S Meyer

David S Meyer

Private Wealth Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investments

Education

Bachelor of Science 1993 University of WIsconsin Green Bay
AR License #234153

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Danielle Gramza

Danielle Gramza

Associate Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Insurance

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Our Staff

Debora Stoflet

Debora Stoflet

Financial Planning Assistant

Marketing Manager
Nancy Tibbett

Nancy Tibbett

Administrative Assistant

Brandon Meyer

Brandon Meyer

Financial Planning Assistant

Missy Brinker

Missy Brinker

Client Service Specialist

Tyler Meyer

Tyler Meyer

Administrative Assistant