Meet Our Team

Dennis Krause

Dennis Krause has served his clients in the Financial Services Industry for over 40 years. During that time, Dennis has helped over 500 clients reach their financial dreams. Today, his main emphasis is that of a Registered Investment Advisor. His specialty is portfolio design and management. Dennis is a graduate of the University of Wisconsin - Platteville with degrees in Engineering and Mathematics. He feels that his math background has helped in designing financial portfolios that are unique to each client's financial goals. Equally important, Dennis meets with his clients on a regular basis and provides a detailed review, which includes strategic recommendations to keep the plan 'on track'...Read More..

Lori Troyer

Lori Troyer is a Investment Advisor Representative with Woodbury Financial Services and co-founder of D&L Financial Advisors LLC. She graduated from Oklahoma State University with a bachelor of science degree in 1992. Lori has been working in the financial industry for the past 22 years and prides herself on client relationships. Her goal for every client is to help them achieve their future financial goals and aspirations. This ranges from helping plan for retirement to funding their child or grandchild's college....Read More...