Our Team

Our Team

Will Dietz, CFP®

President

Work experience: Prior to launching DH Wealth Management in November 2014, Will worked as a financial advisor at UBS Financial Services from 2003–2009 and then as a vice president at RBC Wealth Management from 2009–2014. During these years, he provided investment management and financial planning services to business owners, health care professionals, and executives from a variety of other fields.

Education: Will earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) certification in 2011. He earned a BS in business administration from the University of Oregon in 1997.

Registrations and Licenses held with Commonwealth:

  • FINRA Series 7: General Securities Registered Representative, 2002
  • FINRA Series 66: Combined Uniform Securities Agent State Law and Uniform Investment Advisor Act, 2002
  • Life, health, and variable annuity insurance licenses

Outside the Office:  Will lives in Lake Oswego with his wife, Rebecca, and their three boys: Jacob, Carter, and Gavin. He enjoys coaching his sons in basketball, soccer, and baseball. In his remaining free time, Will is an avid University of Oregon Ducks football fan and sneaks in the occasional round of golf. Will is a past board member of the Providence Child Center Foundation and the Brody Borlaug Foundation.

Ashley Walker

Client Services Manager

Work experience: In her role as the client services manager for DH Wealth Management, Ashley is responsible for the day-to-day operations of the firm. She oversees all client service activities, including account setup, transfers, deposits, and other service-related issues. Ashley is passionate about delivering the best service possible to clients and enjoys getting to know each client personally.

Prior to joining DH Wealth Management in 2015, Ashley held customer service and event planning positions at two financial services companies.  

Education: Ashley earned a BS degree in marketing from Southeastern University in 2010.

Favorite Aspect of Her Job: Ashley enjoys helping clients manage their personal finances, which for many people can be difficult to navigate and tedious. She appreciates the opportunity to get to know clients personally and to celebrate their financial milestones. She also enjoys planning fun client appreciation and educational events.

Outside the Office: Ashley and her husband, Kevin, relocated to Oregon from Florida in 2012. Ashley enjoys traveling, exploring Oregon, hiking with her dog, new food and wine experiences, aerial yoga, and fly fishing. She also volunteers with local nonprofit organizations, including Foster Parent Night Out and Birch Communities Services. 

Registrations and Licenses held with Commonwealth:

  • FINRA Series 7: General Securities Registered Representative, 2016
  • Life, health, and variable annuity insurance licenses

Jennifer Burke

Administrative Assistant

Work experience: Jennifer joined DH Wealth Management in December 2014. She processes all new account paperwork, client service requests, and handles scheduling. Previously, Jennifer worked in an administrative role for 18 years in public transportation, coordinating department finances and monitoring contracts.

Education: Jennifer graduated from Sunset High School in Beaverton, OR, and has taken a variety of computer, accounting, and business courses throughout her career.

Favorite Aspect of Her Job: Jennifer is a numbers person who loves working with and finding creative ways to analyze data. Her job enables her to work in a capacity that positively benefits clients and the team while doing work she enjoys.

Outside the Office: Jennifer and her husband, Mark, love outdoor activities and go fishing, hiking or kayaking together whenever possible. Her favorite places are Hawaii, British Columbia, and many of the US National Parks. She’d love to someday visit Scotland and New Zealand as well. On the creative side, she enjoys creating quilts to mark family milestones. She is also training to assist as an electrical volunteer in disaster relief through her church.