Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
LPL Financial Advisor
Michael Day is a Certified Public Accountant with a Masters of Science Degree in Accounting and a Bachelor of Art Degree in Business Administration. His is also a graduate of the American Bankers Association's Graduate School of Bank...
Michael Dungan graduated from Oregon State University with a Bachelor of Science in Electrical Engineering. He also has extended Master's studies in Adult Education at Oregon State University. In addition, Michael holds a series 7...
Diane Dungan graduated from Oregon State University with a Bachelor of Science in Merchandising and a Master's in Adult Education/Training & Development.Diane's previous career path included non-tenured faculity at Oregon State...
Through our affiliation with LPL Financial, we have access to many bright and well credentialed experts in the fields of financial planning, estate planning, market research, insurance, and high net worth specializations.
Private Client Team
Financial Planning Group
The LPL Financial Research Team
LPL Financial Research works continuously to help your team at Grand Canyon Wealth Management interpret and adjust to the latest developments in the world's capital markets. The team consists of seasoned and accomplished industry veterans, comprising one of the largest and most experienced research groups among independent brokerage firms.
Building Solutions for Complex Cases
The Insurance Consulting Team partners with advisors to develop and implement strategies for affluent families and business owners looking to meet a variety of complex financial goals. Areas of experience include:
David P. Boekeloo
Private Trust Company
The Private Trust Company N.A. (PTC) is an affiliate of LPL Financial. PTC manages trusts and family assets for high net worth clients and is licensed in all 50 states under its 1995 national banking charter to administer the trusts and implement the estate plans of affluent families. the bank does not engage in lending or deposit taking; it specializes solely in providing fiduciary solutions. As its primary mission, PTC provides trust services to clients of LPL Financial advisors as well as local clients in Cleveland, Ohio where it is headquartered. PTC is also the custodian of all of the LPL Financial IRA accounts.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.