Dora Meyer, CFP®

Client Service Specialist

Dora has over 15 years of experience in the financial industry and holds a CFP designation. She thrives on the challenge of organizing clients’ finances and has a rich background in both support and advisory roles at banks, brokerage firms, and RIAs. Additionally, she has consulted with firms to improve processes and enhance efficiency, making a positive impact wherever she goes.

Outside of work, she is a dedicated parent to two young daughters. She splits her time between Indiana in the summer and sunny Tempe, AZ, in the winter. With a passion for creativity, she enjoys sewing and exploring new projects in her free time.