Eric E. Davidge, AIF, CFP
Senior Vice President/Investments
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About Me
Eric began his investment industry career in 1992 and joined Stifel in 2009. He 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 move forward. This customized approach is designed to help grow, preserve, and transfer wealth over multiple generations by delivering top-tier, professional client service.
As a Brainerd Lakes area native, Eric attended Brainerd High School and earned a B.S. in Business Administration from Bemidji State University. He earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. He also holds the Accredited Investment Fiduciary® designation.
Active in his community, Eric is a board director for the Brainerd Sports Boosters, 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 and Teddy (sons of Kaylee and her husband, Jack).
Eric E. Davidge
AIF, CFP
AIF, CFP
Senior Vice President/Investments
2188283232
Eric began his investment industry career in 1992 and joined Stifel in 2009. He 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 move forward. This customized approach is designed to help grow, preserve, and transfer wealth over multiple generations by delivering top-tier, professional client service.
As a Brainerd Lakes area native, Eric attended Brainerd High School and earned a B.S. in Business Administration from Bemidji State University. He earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. He also holds the Accredited Investment Fiduciary® designation.
Active in his community, Eric is a board director for the Brainerd Sports Boosters, 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 and Teddy (sons of Kaylee and her husband, Jack).
Lora L. Graumann, AIF
Associate Vice President/Investments
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About Me
Lora is an experienced financial advisor who is dedicated to helping clients pursue their financial goals. With nearly 30 years in the financial services industry, she offers personalized investment strategies and wealth planning services. Lora is committed to tailoring strategies and building lasting client relationships. She strongly believes in financial literacy and empowers her clients with the knowledge they need to make sound investment decisions. Lora is known for her strong communication skills, integrity, and unwavering client commitment to placing client interests first.
Lora earned a B.S. in Business Administration from Bemidji State University, as well as the Accredited Investment Fiduciary® designation.
Active in the community, Lora serves on the board of directors of the Brainerd Sports Boosters and is the club’s President. Additionally, she holds board member roles at the Cullen Lakes Association and the Brainerd Lakes Area Community Foundation where she is the Vice President.
Outside the office, Lora enjoys spending time with family, attending local sporting events, and fishing. Lora and her husband, Tom, are proud parents to three adult children and three grandchildren.
Lora L. Graumann
AIF
AIF
Associate Vice President/Investments
2188258523
Lora is an experienced financial advisor who is dedicated to helping clients pursue their financial goals. With nearly 30 years in the financial services industry, she offers personalized investment strategies and wealth planning services. Lora is committed to tailoring strategies and building lasting client relationships. She strongly believes in financial literacy and empowers her clients with the knowledge they need to make sound investment decisions. Lora is known for her strong communication skills, integrity, and unwavering client commitment to placing client interests first.
Lora earned a B.S. in Business Administration from Bemidji State University, as well as the Accredited Investment Fiduciary® designation.
Active in the community, Lora serves on the board of directors of the Brainerd Sports Boosters and is the club’s President. Additionally, she holds board member roles at the Cullen Lakes Association and the Brainerd Lakes Area Community Foundation where she is the Vice President.
Outside the office, Lora enjoys spending time with family, attending local sporting events, and fishing. Lora and her husband, Tom, are proud parents to three adult children and three grandchildren.
About Me
Avery joined DG Wealth Management Group in 2023 after serving as an accountant for three years, as well as working many years in the customer service industry. She is committed to building long-lasting client relationships and assists in enhancing our level of client service to our clients. Avery’s analytical and numeric strengths allow her to develop, create, and implement the technical processes required in our investment planning platforms. She will also assist in processing the team’s client reviews.
Avery is native to the Brainerd Lakes area, where she attended Brainerd High School. She earned a B.A. in Business Administration - Accounting from the University of St. Thomas. Avery holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses.
Active in the community, Avery is an assistant dance coach for the Brainerd Warrior High School Dance Team and is a new member of WAVE, a young professional’s network organized by the Brainerd Lakes Chamber of Commerce. Outside the office, Avery enjoys being on the lake, golfing, spending time outdoors, and being with family, friends, and her dog, Tilly.
Avery Davidge
Financial Advisor
2188283206
Avery joined DG Wealth Management Group in 2023 after serving as an accountant for three years, as well as working many years in the customer service industry. She is committed to building long-lasting client relationships and assists in enhancing our level of client service to our clients. Avery’s analytical and numeric strengths allow her to develop, create, and implement the technical processes required in our investment planning platforms. She will also assist in processing the team’s client reviews.
Avery is native to the Brainerd Lakes area, where she attended Brainerd High School. She earned a B.A. in Business Administration - Accounting from the University of St. Thomas. Avery holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses.
Active in the community, Avery is an assistant dance coach for the Brainerd Warrior High School Dance Team and is a new member of WAVE, a young professional’s network organized by the Brainerd Lakes Chamber of Commerce. Outside the office, Avery enjoys being on the lake, golfing, spending time outdoors, and being with family, friends, and her dog, Tilly.
Melissa Young
Registered Client Service Associate
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About Me
Missy joined the DG Wealth Management Group in 2015 after serving many years in customer service. An instrumental member of the team, she is responsible for processing the team’s client reviews and assists with client inquiries and paperwork. She holds Series 7 and 63 securities licenses.
Missy supports the Boy Scouts and American Heart Association. Outside the office, she enjoys spending time with her son, family, and friends. She also likes reading, walking her dog, and engaging in various crafting projects.
Melissa Young
Registered Client Service Associate
2188258523
Missy joined the DG Wealth Management Group in 2015 after serving many years in customer service. An instrumental member of the team, she is responsible for processing the team’s client reviews and assists with client inquiries and paperwork. She holds Series 7 and 63 securities licenses.
Missy supports the Boy Scouts and American Heart Association. Outside the office, 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
Senior Client Service Associate
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About Me
Ilene joined the DG Wealth Management Group 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.
Outside the office, Ilene supports Walk for Diabetes, Mounted Eagles Therapeutic Horsemanship, and Kinship Partners. She spends her spare time horseback riding, biking, taking photographs, and gardening. Ilene is married and enjoys spending time with her large extended family.
Ilene Smith
Senior Client Service Associate
2188283202
Ilene joined the DG Wealth Management Group 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.
Outside the office, Ilene supports Walk for Diabetes, Mounted Eagles Therapeutic Horsemanship, and Kinship Partners. She spends her spare time horseback riding, biking, taking photographs, and gardening. Ilene is married and enjoys spending time with her large extended family.
