Dan has been following his passion for helping others achieve financial success for over 20 years. After earning a Bachelor's Degree in accounting, he joined the original Turner Financial Group in 1999, becoming a partner in 2002 to form what is now Turner Boehler and Associates. Dan is an Investment Advisor Representative holding both CRPC and AAMS designations. Dan has served on multiple finance commissions including those for St. Dominic Catholic Parish and St. Agnes Catholic Parish. His passion for helping clients meet their goals and objectives has been Dan's number one objective throughout his career as an adviser.
In his free time Dan enjoys camping, travelling, gardening and sharing any kind of adventure with his wife of 18 years, Jennifer, and his two children, Violet and Henry.
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Zach takes great pride in being an objective and independent adviser who provides personalized financial planning, building a professional and family-like relationship with each and every one of his clients. After earning a Bachelor's Degree in accounting, his multi-faceted financial career began with two years as a Certified Public Accountant before discovering his true passion for helping clients build their wealth. Zach is an Investment Advisor Representative licensed in Accident and Health Insurance, and Life and Variable Insurance.
When he is not at work, Zach enjoys spending time with his family and friends, hunting, attending sporting events and being outdoors. He is also an active member of Christ Evangelical Lutheran Church in Saginaw.
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Lori joined the Turner Boehler and Associates team in January 2016 as a Client Services Administrator. She brings twelve years of accounting experience with her, along with a degree in Business and Accounting. Lori supports our financial advisers and clients by maintaining accounts, processing applications and performing other integral operational duties. Her favorite part of the job is servicing our clients and ensuring they are happy with their experience at TBA.
Outside of the office, Lori enjoys spending time with her husband, Dave, and her three daughters. She also welcomed her very first Grandchild this past year!
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Lisa began her extensive journey in the financial industry 25 years ago working at an insurance agency while obtaining her Bachelor of Business Administration degree, majoring in Finance, from Saginaw Valley State University. She gained additional experience in the investment arena when she started working for a financial advisor in 2001. During her time here, she passed the vigorous Certified Financial PlannerTM exam in 2012 and became a Financial Advisor herself. We were very excited to welcome Lisa to the Turner Boehler and Associates team in 2019, and look forward to utilizing her extensive knowledge and credentials to service our clients.
In her spare time, Lisa enjoys scrapbooking and watching her two daughters cheer and dance with her husband Jeff.
*Does not offer securities at Voya Financial Advisors.