David DeMore

David DeMore is a Certified Financial Planner™ Professional and the driving force behind DeMore Wealth Management, LLC. His journey into finance began in 2005, grounded in his expertise in income tax and finance, which he honed while studying at the University of Wisconsin-Stout under the mentorship of Professor William Kryshak, CPA.

David specializes in retirement planning, personal income tax strategies, and estate planning, with a commitment to guiding clients through the complex and ever-changing financial landscape. His passion for financial planning was further solidified during the challenges of the 2008-2009 Great Recession, where he saw the critical role that strong client-advisor relationships and sound advice play in achieving financial stability.

In 2013, after years of working with a financial institution, David established DeMore Wealth Management, LLC to pursue his vision of offering clients the personalized attention and independence that only an independent firm can provide.

Beyond his financial planning expertise, David is also an IRS Enrolled Agent, granting him the authority to represent taxpayers and practice before the IRS, allowing him to offer clients even more comprehensive support in managing their income tax affairs.

Mike is an Investment Advisor Representative with Osaic Wealth, Inc. and has been assisting clients professionally since 1990.  Mike prides himself on making the complex understandable.  His greatest strength is getting to the root of client’s issues, helping them understand the challenges and opportunities before them; then charting a course to achieve their goals.

Mike is a proud graduate of the University of Wisconsin and a Veteran of the United States Marine Corps.  He continually pursues professional educational opportunities to enhance his client service capabilities.  He holds the series 7,24,63 and 65 securities registrations as well as life, health and disability insurance licenses required by the State of Wisconsin.

When he is not coaching clients, you will find him coaching youth sports, participating in charitable bike rides or playing outdoors with his wife Pam and their 6 children.