Meet the Team

Eric Davidge, CFP®, AIF® Senior Vice President/Investments, stifel, dg wealth management groupEric Davidge, CFP®, AIF®
Senior Vice President/Investments

Eric has served clients and their families for more than 25 years as a financial advisor.  As a Brainerd Lakes area native, he attended Brainerd High School and earned a B.S. in Business Administration with a concentration in Finance from Bemidji State University.  He also earned the CERTIFIED FINANCIAL PLANNER™ certification and the Accredited Investment Fiduciary® designation. 

Eric has built his practice by developing and retaining long-lasting relationships.  By understanding his clients' goals, he is able to provide them with clear, personalized investment strategies to help them address their financial needs.  This customized approach is designed to help grow, preserve, and transfer wealth over multiple generations by delivering an outstanding level of professional service and client experience.

Active in his community, Eric is a board director for the Brainerd Sports Boosters.  He is also a member of the Round Lake Improvement Association (RLIA) and treasurer of The Woods Homeowners Association.

Eric enjoys hunting, golfing, fishing, and spending time outdoors.  He and his wife, Julie, are parents of Kaylee, Mackenzie, Avery, and Keegan, and grandparents of JP (son of Kaylee and her husband, Jack). 


 

Lora Graumann, Stifel, DG Wealth Management Group, Financial AdvisorLora Graumann, AIF®
Associate Vice President/Investments

Lora has 22 years of experience in the financial services industry.  She graduated cum Laude from Bemidji State University with a bachelor of science degree in business administration.  In October of 2016 she attained her Accredited Investment Fiduciary® (AIF®) Designation. 

 

Her analytical and numeric strengths created her role on the team:  to develop, create, and implement the technical processes required in our investment planning platforms.  She creates and implements all life insurance, annuity, and long-term care proposals.  Lora enjoys the personal interactions and developing long-term relationships with clients while assisting in the development of their personalized plans. 

 

Lora is an active member of the Brainerd Sports Boosters, serving on the board of directors and as the club's treasurer.  In addition, Lora supports the Mid-Minnesota Women's Center, the United Way, and Ruby's Pantry. 

 

During her spare time, Lora enjoys spending time with her family, attending local sporting events and fishing.  Lora and her husband, Tom, have three children:  Heather, Nicolette (husband Neil), TJ (wife Gracie), as well as one grandson, Jayven. 


 

Melissa Young Registered Client Service Associate, DG Wealth Management Group, StifelMelissa Young
Registered Client Service Associate

Missy joined the team in 2015 after serving many years in the customer service industry.  She processes the team's client reviews and assists with client inquiries and paperwork.  She also holds Series 7 and 63 securities licenses.

Missy supports the Boy Scouts and American Heart Association.  She enjoys spending time with her son, family, and friends.  She also likes reading, walking her dog, and engaging in various crafting projects. 


 

Ilene Smith, Client Service Associate, DG Wealth Management Group, StifelIlene Smith
Client Service Associate

Ilene joined the team in 2006 and serves as the first point of contact for clients and prospects.  She is responsible for scheduling appointments, assisting clients in setting up their online services, opening accounts, and processing client paperwork.  She also plans and organizes client appreciation events and is the office photographer.

Ilene supports Walk for Diabetes, Mounted Eagles Therapeutic Horsemanship, and Kinship Partners.  Away from work, Ilene spends her time horseback riding, biking, taking photographs, and gardening.  Ilene is married and enjoys spending time with her large extended family.