Private Wealth Management for Select Individuals

CONNECT

Address:

500 Elm Grove Rd, Suite #100
Elm Grove, WI 53122

Phone:

(262) 853-3060

Fax/Other:

(262) 244-1428

Your Team

David R. DeMore, CFP®, MSFS, EA

Tax & Wealth Advisor

 

David DeMore, is a Certified Financial Planner™ Professional and the Founder of DeMore Wealth Management, LLC. In 2005 at the ripe old age of 23, David began his career after studying income tax and finance at the University of Wisconsin-Stout under Professor William Kryshak, CPA. Specializing in retirement, personal income tax, and estate planning, David helps his clients navigate what has become a complex and ever-changing landscape.

 

Over the years his passion for financial planning continued to grow particularly during the Great Recession of 2008 and 2009 where he witnessed just how valuable sound advice and a strong client/advisor relationship really is.  In 2013 after years of being affiliated with a bank, David founded DeMore Wealth Management, LLC with the belief that client interests are best served by an independent firm. 

Get Know David

  • Favorite Food: Anything Italian
  • Hidden Talent: David is a musician, he plays guitar and bass
  • If David could meet anyone, past or present, it would be: Jesus
  • Favorite Sports Team: Duh, Green Bay Packers
  • Favorite Place to Visit in Wisconsin: Door County

 

 

Kayla Urban

Communications Director
 

Kayla is currently a graduate student at Mount Mary University that plans to obtain her masters by this fall. She resides in Muskego, Wis. with her fiancé Ben where they are currently planning their destination wedding to Ireland next May. Her current focus in her role is to expand DeMore Wealth Management’s role in the community and to touch base better with current and prospective clients. Keep your eyes and ears out for Kayla as she will be touching base with you shortly to prepare and discuss your annual meetings. If you have any insights for Kayla do not hesitate to reach out to her at Kayla@DeMoreWealth.com.

 

Kathy McDowell
Office Manager

The first addition to the DeMore Wealth team is Kathy McDowell. She brings with her over 25 years of administrative and legal experience. When Kathy is not at work, she runs the concession stand for the Little League of West Allis with her husband, Scott. Kathy and Scott have been married for 35 years, have 2 daughters and a son (all out of high school), and look forward to their annual trip to Florida to visit family. In her downtime, Kathy enjoys spending quality time with 2 grandchildren, Caleb and Haylie.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck