Lohmeyer-Bourne Financial Group
Meet Our Team
The Lohmeyer-Bourne Financial Group was formed in 2013 as a succession to an established practice at Piper Jaffray that began in 2002. Piper Jaffray was acquired by UBS Financial Services in 2006, and the team’s branch was acquired by Stifel in 2009. Throughout these transitions, the Lohmeyer-Bourne Financial Group has continuously provided high-touch, team-directed comprehensive services to our clients.
Within a collaborative team structure, we provide individuals and families with personalized attention and customized wealth management strategies based upon a careful and thorough understanding of their financial objectives and risk tolerances. We work closely with clients to identify their primary goals, including retirement, wealth management, estate planning issues, tax-efficient investment strategies, education funding, insurance planning, and risk management strategies. Once we have a grasp of our clients’ situation, we develop customized long-term plans designed to help generate returns while mitigating risk to their wealth for current and future generations. We also collaborate closely with our clients’ tax and legal advisors, and other trusted advisors, to develop cohesive financial legacy strategies.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
About Me
Tom began his financial services career in 1968 and joined Stifel in 2009. During the first years of his career, he managed a solo insurance practice in his hometown before switching his focus to guiding Midwestern professional practitioners and small business owners. This experience led to managing a retirement planning division for a Midwestern investment services company, which eventually progressed into working exclusively with executives of large companies with more than 25,000 U.S. employees. After years of traveling across the country, Tom returned to Lawrence in 2002, and our team was formed.
Tom earned a Bachelor of Science in Business from Emporia State University.
Out of the office, Tom and his wife, Joyce, enjoy the empty nest lifestyle that allows them time with family and for traveling. They reside in the wooded community of Cedar Creek, where they enjoy a constant variety of birds and wildlife.
About Me
Dale began his financial services career 25 years ago with Piper Jaffray in 2000. He later worked for the investment banking firm of George K. Baum Co. in Kansas City before joining the Lohmeyer-Bourne Financial Group’s wealth management practice at Piper Jaffray in 2004.
Dale earned a Bachelor of Business Administration in Finance and a Master of Business Administration from Washburn University. He later earned his Financial Planning Certificate from Boston University.
Dale lives outside of the Eudora community with his wife, Christy, and two children.
About Me
Ryan has more than 25 years of financial services and business management experience. His financial services career began in 1997 with Kansas City-based CPA firm, Mayer Hoffman McCann. Later, Ryan acquired his business management experience by opening and operating a multi-unit franchise, serving as the company’s president. He moved back home to Lawrence and joined the Lohmeyer-Bourne Financial Group at Stifel in 2011.
Ryan earned a Bachelor of Science with dual majors in Business Administration and Accounting from the University of Kansas, as well as a Master of Accounting and Information Systems (MAIS). He also earned the CERTIFIED FINANCIAL PLANNER® certification and holds the Certified Public Accountant designation.
Ryan and his wife, Joy, live in Lawrence and enjoy an active family life with their two children.
About Me
Cathy joined the team in 2015, after gaining nearly 25 years of financial services experience with one of Lawrence’s most prestigious local banks (until it was acquired by a larger regional bank). While her positive and friendly personality is infectious, Cathy’s intelligence, quickness, and accuracy are just as important to taking care of client accounts and team needs.
Cathy is responsible for the organization of daily administrative work on new and existing client accounts. She serves as the first point of contact for service issues and is dedicated to assisting clients with questions and requests regarding their accounts.
Cathy has vast experience adapting to change. She went through a natural evolution of an ever-changing variety of jobs on both coasts as her husband, David, advanced through the Navy. Outside of the office, Cathy and David enjoy quality time with their daughter’s family, which includes lots of playtime with their grandson, Flynn. Cathy and David reside in Lawrence.