The Team

Meyer, Meyer & Associates
Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

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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Brandon Meyer

Brandon Meyer

Financial Advisor

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Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing

Education

BS Bachelor of Science, UW LaCrosse, WI

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Our Staff

Debora Stoflet

Debora Stoflet

Marketing Manager

Financial Planning Assistant
Nancy Tibbett

Nancy Tibbett

Administrative Assistant

Melissa Brinker

Melissa Brinker

Client Service Specialist

Tyler Meyer

Tyler Meyer

Administrative Assistant