About Us

Dvorak Wealth Management

At Dvorak Wealth Management, we believe one can only have true financial peace of mind when one knows, without a doubt, that they have a comprehensive financial strategy designed to provide for them during the good times and be defensive during the bad. We also understand that people need an ongoing advocate to guide and protect them through life’s unexpected and inevitable turns.

As Investment Advisor Representatives, we work to help our clients avoid taking on unnecessary financial risks. Instead, we help our clients understand what their wealth represents to them: freedom, choices, stability, a comfortable lifestyle, and ultimately, how they can make the choices that are best for themselves and their loved ones.

At Dvorak Wealth Management, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 4 critical areas of retirement planning, including:

Retirement Income Planning
Social Security Maximization Planning
Advance Tax Planning
Tax Minimization Strategies
Investment & Risk Management Strategies
Estate & Legacy Planning

As fiduciaries, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Dvorak Wealth Management, we work hard to bring our clients the financial solutions that are designed to protect, preserve, and grow our client's assets throughout their retirement.

Discover what it means to have a personal financial guide working with you to help you make the strongest financial decisions for you and your loved ones. Discover what it means to have confidence and peace of mind in retirement. Discover the Dvorak Wealth Management difference. Call today and ask for Brian Dvorak Certified Financial Fiduciary® at 920-475-4096.

Give us a call to set up your complimentary consultation:

(920) 475-4096

Let's Get Started

Brian Dvorak

As a Financial Advisor and proud military veteran, I bring over 23 years of financial services experience helping individuals, families, and retirees pursue financial confidence with the goal of long-term security.

My military background instilled the core values of discipline, integrity, accountability, and service—principles that continue to guide every client relationship today. I believe financial advice should be built on trust, clear communication, and strategies tailored to each client’s unique goals.

Throughout my career, I have helped client with their retirement planning, wealth management considerations, income strategies, and navigating market uncertainty, while working towards the goal of providing thoughtful, individualized financial guidance based on each client’s objectives, financial situation, and risk tolerance.

My mission is simple:
Provide objective guidance, help simplify complex financial decisions, and help clients move forward with clarity and confidence with building their plan.

Kalon Dvorak

Kalon is committed to further helping build the legacy of reliable guidance and client-first service developed by Brian Dvorak. Growing up around and living through the values that established Dvorak Wealth Management, Kalon found his calling and appreciation for the responsibility of helping families plan their financial futures. He values tenacity, authenticity, and honesty in each relationship, believing that trust is earned through consistent action and genuine care. Kalon appreciates and utilizes the foundational team and mentors who support him.

Mentored by his father, Kalon has always enjoyed dealing with numbers. However, he learned early on that financial planning involves more than numbers. It all comes back to creating a beneficial and meaningful impact on people's lives. He helps guide retirees and those approaching retirement with the goal of financial security, peace of mind, and a renewed confidence throughout their retirement years. Through the goal of providing disciplined planning and incorporating a personal, relationship-driven approach, Kalon looks forward to each day having the opportunity to serve people and families with the same integrity and commitment that define the Dvorak name.

Meet The Support Team

Duncan Smith

Business Development

Mary Schiefelbein

Operations

Tyler Prescott

Operations

Amber Froendt

Project Management

Kara Noesen

Compliance