Doug Dawe, CFP^®

Director of Financial Planning

Phone: (248) 663-4792
Email: ddawe@dunleavywealth.com

As our Director of Financial Planning, I bring 13 years of financial planning experience and 25 years in business to my position at Dunleavy Wealth Management. I work with individuals, families, and businesses to identify and realize their financial goals. With our team, I provide recommendations for retirement strategies, insurance protection planning, and wealth management, as well as business succession planning.

Education

I graduated from Colorado College in 1993 with a Bachelors of Science in Political Science.

Professional Registrations

My professional registrations include:

• CERTIFIED FINANCIAL PLANNER™
• Life, Accident & Health insurance licensed
• FINRA Series 6, 7, 63 and 65

Memberships & Affiliations

I am actively involved in several organizations including:

• Family Face Ministries, Board of Directors
• Financial Planning Association
• Financial Services Institute

On a Personal Note

My wife, Jennifer, and I reside in Ortonville, where we homeschooled our three children, Christian, Emma and Megann.

Brendan Dunleavy, CPA

Executive Director

Phone: (248) 663-4778
Email: bdunleavy@dunleavywealth.com

As our firm’s Executive Director, I’ve found myself in the position of understanding and addressing the complex and diverse needs of our high-net-worth clients. I’m here to offer wealth management as well as recommendations for asset allocation, funding for education, retirement and long-term care insurance.

I often work closely with business owners, executive teams and their advisors to help these clients determine and realize their financial goals.

Recognitions & Awards

I’ve been honored to receive several industry recognitions including:

• 5 Star Wealth Manager, selected by Hour Detroit in 2010, 2011, 2012, 2013, 2014 & 2015*
• Crain’s Detroit Business “Top 40 Under 40” in 1999
  

Education

I earned my Bachelors of Art in accounting from Michigan State University in 1983. In 1994, I received a Masters of Science in Finance from Walsh College in Troy, Michigan.

Professional Registrations

My professional registrations include:

• Life, Accident & Health insurance licensed
• FINRA Series 7 & 65

Memberships & Affiliations

I am actively involved in several organizations including:

• Michigan Association of Certified Public Accountants
• American Institute of Certified Public Accountants

On a Personal Note

My wife, Eileen, and I live in Plymouth, Michigan where we raised our five children, Kathleen, Colleen, Brendan Pat, Maura and Mary Grace, who have now graduated from college and moved on to start lives of their own. I enjoy playing an active role in my community and am a member of Our Lady of Good Counsel. In my free time, you’ll find me spending time with my family and friends, but I especially love spending time with my new granddaughter, Eloise.

*The FIVE STAR Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or magazine.

Christina Mick

Senior Advisor

Phone: (248) 663-4791
Email: cmick@dunleavywealth.com

I have been working in the financial services industry since 2003. As Director of Operations at Dunleavy Wealth Management, I help high net-worth individuals navigate their diverse and complex financial needs. In doing so, I’m happy to offer recommendations for asset allocation, funding for education, retirement and long-term care insurance. In addition, I  enjoy working closely with business owners, executive teams and their advisors to address both their personal and professional financial concerns.

Education

I received my Bachelors of Science in Anthropology-Zoology in 2000 from the University of Michigan.

Professional Registrations

My professional registrations include:

• Life, Accident & Health insurance licensed
• FINRA Series 7, 63 and 66

Memberships & Affiliations

I am actively involved in several organizations including:

• Lake Orion Chamber of Commerce
• National Organization of Women
• Financial Services Institute

On a Personal Note

I live in Lake Orion with my husband, Sean, our two boys, and our many rescue animals.

Andrew Behm

Senior Director of Wealth Management

Phone: (248) 663-4717
Email: abehm@dunleavywealth.com

With 26 years of experience, Andy Behm is a financial advisor with Michigan Financial Companies, a fiduciary and financial services firm that puts the needs of clients as a top priority.  Andy and his team are committed to helping University of Michigan employees and retired employees enjoy retirement success. 

Andy also works with many individuals and large employment groups around the country to provide recommendations and strategies for risk management, retirement conservation strategies and business succession strategies.  As a financial advisor he is qualified to address the diverse needs of his clients.  Andy’s ability to recognize and understand the unique needs of his clients, combined with a dedication to highly personalized communication and service, has served as his foundation to success.

Education

I graduated from The University of Michigan with a Bachelors of Science in 1996.

Professional Registrations

My professional registrations include:

• Life, Accident & Health insurance licensed
• Variable Life and Annuities License
• FINRA Series 7, 6, 65, and 63

Memberships & Affiliations

I am actively involved in several organizations including:

• Vista Maria, Board Advisor
• University of Michigan Alumni, 
• M Club Varsity Letterwinners
• NAFA
• FSP

On a Personal Note

In addition to serving clients at the highest level, I am very active with my two children's’ activities and upbringing.  I enjoy giving my time to work with several charitable organizations providing resources for children in Kenya and in southeast Michigan.

Ryan P. Hozeska

Financial Planner

Phone: (248) 663-4704
Email: rhozeska@dunleavywealth.com

Ryan Hozeska is a Financial Planner at Dunleavy Wealth Management, a financial services firm focusing on estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.
As a Financial Planner, Ryan is qualified to address the diverse needs of each client as they financially prepare for their future. He provides recommendations for asset allocation, funding for education, retirement, as well as life and long-term care insurance.
He works closely with business owners, executive teams and their advisors to help pursue their financial goals and implement strategies to meet their distinctive needs.

Services available include:

• Life Insurance
• Traditional and Roth IRA’s
• 401(k) Rollovers
• Retirement Strategies
• Financial Needs Analysis
• Business Succession Planning
• Investment Advisory Services
• Executive Benefits

Education

• Saginaw Valley State University         
  • Bachelor of Business Administration

Professional Registrations & Licenses

• FINRA Series 7
• FINRA Series 66
• Variable Annuities
• Life, Accident, and Health Insurance

Personal Data

Ryan is from Saginaw, Michigan and is a big Red Wings fan. In his free time, he enjoys hiking, boating and playing hockey, basketball and football.

Louie Perraut, CFP^®

Financial Advisor

Phone: (248) 860-9282
Email: lperraut@dunleavywealth.com

"All financial success comes from acting on a plan. A lot of financial failure comes from reacting to the market."  -Nick Murray

Louie Perraut, CFP®, is a Financial Advisor at Dunleavy Wealth Management, a financial services firm dedicated to helping individuals, families and business owners in the community build towards a well-planned financial future.  As a Financial Advisor, Louie addresses the diverse needs of each of his clients through a relationship of mutual respect and uncompromising integrity. It is his ultimate goal to serve as a lifelong resource to the businesses and individuals he works with so they may pursue their financial goals.

With a background in the health care industry, Louie has a unique understanding of the demands the industry places on its employees and the concerns they have when preparing for their own retirement, safeguarding what they have worked hard to build, and protecting their families through insurance strategies.  Over the years, Louie has also placed a special focus on working with employees at higher education institutions. His team has the ability to manage assets within these retirement plans, allowing him to provide a second opinion to their investment strategy. Oftentimes, employees feel the only factor they can impact when it comes to an employer-sponsored retirement plan is how much they contribute, but he works closely with his clients to adjust how their retirement dollars are being invested. He truly enjoys working with the employees of these schools and guiding them on their financial journeys.

Another area of focus for his practice is working with small businesses. Many business owners are unsure how to attract and retain key talent in a competitive labor market and haven’t had the time to check if their original benefits package still fits their growing company. Louie guides his business owner clients through a 5-step process to identify their goals, audit and benchmark their current benefits package, and produce strategies that can reduce taxes while retaining key talent. His goal is to help Business owners who work with him feel empowered and relieved because they have a competitive retirement plan that incentivizes their talent and allows them to focus on what they are excellent at, running their business.

Education

• Michigan State University — B.A. in Mathematical Economics (2017)
• Chia Kuei Tsao Award — Outstanding Academic Achievement in Mathematics
• Wayne State Alumni Organization

Professional Registrations & Licenses

• Life, Accident, & Health Insurance Licenses
• Variable Life and Annuities License
• Series 7
• Series 66 
• CFP® (Certified Financial Planner)

Personal Data

Louie currently resides in Auburn Hills, MI. He lives an active lifestyle and enjoys traveling, and spending time with friends and family. In his free time, Louie finds pleasure in meditating and listening to live music.