Drew Lanphear

We help Manufacturing & Technology professionals live their ideal retirement through planning....with a twist of Bullmastiff.

Role
Cfp at Dickmeyer Boyce Financial Management, Inc at Dickmeyer Boyce Financial Management, Inc
Location
Milwaukee, WI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Drew Lanphear

Having \"grown up\" in the manufacturing & technology space has given me an insider\'s view into the financial questions you may have. As a wealth advisor, I follow a very relatable and humanistic approach to developing financial plans that serve your unique best interest and not somebody else\'s. I am also a proud sidekick to a 90 pound Bullmastiff that is featured on my YouTube channel \"Drew and the Dog\" where we take on just about anything financial. You can also learn more about Dickmeyer Boyce financial management at

Experience

  1. Cfp at Dickmeyer Boyce Financial Management, Inc

    Dickmeyer Boyce Financial Management, Inc

    Sep 2020 — Present

Education

  • The American College of Financial Services

    Retirement Income Certified Professional

    2019 — 2021

  • University of Wisconsin-Madison

    BS, Mechanical Engineering

    1994 — 1999

  • Northwestern University

    Financial Planning Certificate Program, Financial Planning and Services

    2017 — 2018

  • Cardinal Stritch University

    Masters of Business Administration

    2009 — 2011

Skills

  • Manufacturing
  • Machine Vision
  • Key Account Management
  • New Business Development
  • Leadership
  • International Sales
  • Automation
  • Cross Functional Team Building
  • Business Development
  • Industrial Control
  • Strategy Creation
  • Sales
  • Channel
  • Sales Engineering
  • Motion Control
  • Sales Management
  • Management
  • Solution Selling
  • Business Planning
  • Account Management
  • Process Automation
  • Channel Partners
  • Sales Operations
  • Plc
  • Business Ethics

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Drew Lanphear — Cfp at Dickmeyer Boyce Financial Management, Inc at Dickmeyer Boyce Financial Management, Inc in Milwaukee, WI, US | Unifers