Team profile


Our Values

  • Simplification: We work to simplify complex strategies and ideas.
  • Unique Ability: We align team member strengths with roles and responsibilities. This can create longevity for team members and client relationships.
  • Collaboration and Teamwork: The team works together to deliver a proactive and holistic experience for clients.
  • Always Learning and Growing: We learn from experience, are open to new ideas, and try to grow personally and professionally.

Areas of focus

  • Small Business
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Investments
  • Insurance
  • Retirement Plan Distribution
  • Investment Management
  • Saving for Education
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits

Awards & recognition

  • Richard Brent Dvorak, Forbes Best-in-State Wealth Advisors, 2021-2024
  • Discovery Point Wealth Advisors, Ameriprise Client Experience Award, 2021
  • Richard Brent Dvorak, Ameriprise Ultimate Digital Excellence Award, 2021-2023
  • Richard Brent Dvorak, Ameriprise Chairman's Advisory Council, 2021-2024
  • Richard Brent Dvorak, Ameriprise Circle of Success, 2011-2023

Community participation

Richard volunteering at his church for the monthly food pantry, 2023
Richard volunteering at his church for the monthly food pantry, 2023