Driven by Service, Focused on You
About Us
We exist to serve, guide, and support your goals with trusted financial insight and a steady, client-first approach.
Get Started in 3 Easy Steps
A Goal Without a Plan is Just a Wish!
DG Advisors, as part of the Divinity Group Family of Services, is a Christian-based company that provides clients with expert financial, tax, insurance, and legal guidance through our strategic professional relationships and community affiliations. Our goal is to help you create a personalized plan that reflects your life's work.
Discover
If you're planning for retirement, growing your assets, or navigating a major life change, we can help you articulate what matters most, so your financial decisions support the future you want.
Evaluate
We take time to assess your full financial picture—savings, income, tax exposure, risk—and identify the pressure points, gaps, and opportunities that could affect your long-term progress.
Plan
With your goals in mind, we design a custom strategy that’s structured, flexible, and built to adapt—so you stay supported through every stage of life and decision ahead.
Don’t Let Your Life’s Work Slip Through the Cracks
Start With a Free Strategy Call
Not sure where to start? Let’s talk through it. In this free 60-minute in-person or Zoom meeting, a DG advisor will listen to your goals, answer your questions, and help you explore what’s possible—before you commit to anything.
Smart Decisions Start With Trust
As fiduciaries, our advisors are legally and ethically bound to act in your best interest—not tied to sales quotas or a single company’s product list. That means you receive guidance that’s transparent, client-first, and built around your goals—not ours.
Jonathan Marshall
Jonathan founded DG Advisors to offer business owners and individuals more than standard financial plans—he offers integrated guidance spanning investments, taxation, insurance, and business transition. With over 25 years of experience as an Investment Advisor Representative and multiple industry designations (CRPC®, CLTC, CTBA, CBEC), Jonathan specializes in helping business owners align their largest asset—their business—with their retirement and legacy aspirations. A former Marine and active community leader in SW Florida, he brings both discipline and personal insight to every client relationship.
David Kovalenko
With 16 years in Venice, Florida, David blends his Life & Health licenses, real estate qualification, and CTBA designation to demystify financial decisions for clients. He knows knowledge serves clients best when delivered clearly—and focuses on educating, translating complex ideas, and helping families make informed choices. He and his wife call the beach town home, and he pairs his professional curiosity with a commitment to community service. David also holds a Series 65 license.
Dakota Rowan
Dakota leverages his insurance license and team‑focused experience at DG Advisors to help clients anticipate change and build adaptive financial strategies. A former college athlete, he uses his familiarity with shifting game plans and moving pieces to help clients balance tax, insurance, and finance when the path isn’t clear. He knows life rarely goes exactly as we expect—and plans should reflect that.
Kelsey MacLean
Kelsey MacLean is an Agent at DG Advisors and an Investment Adviser Representative (IAR). She holds Life, Health, and Series 65 licenses and is passionate about helping clients gain control over their financial future.
Her background in the service industry shaped her practical, client-first approach, and her own experience growing up without financial guidance fuels her commitment to education and trust.
Durran Alexander
As part of the DG Advisors team, Durran serves clients in Northern Kentucky, Southeast Indiana, and Southwest Ohio. Based in the Greater Cincinnati area, he is building long-term relationships by offering support across financial, insurance, and legacy planning strategies.
Melissa Wafford
Melisa serves as Administrative Coordinator and applies decades of experience—ranging from church training to seminar coordination—to elevate the client experience at DG Advisors. Having moved from Kentucky to North Port in 2022, she uses her skills in planning, communication, and community‑connection to keep operations running smoothly and clients engaged. She enjoys Florida sunsets, family travel, and supporting the DG Advisors’ mission.
Lisa Marshall
Lisa Damstrom Marshall, Attorney and Founder of DG Law, bridges the legal and financial worlds for DG Advisors clients. Lisa is licensed to practice law in Kentucky and serves DG Advisors in a consulting capacity. She works directly with DG’s advisors—offering legal insight and supporting communication with clients’ attorneys. While not providing direct legal services to Florida clients, her experience helps ensure advisors stay aligned with broader estate and business planning goals. Her boutique practice and her partnership with DG Advisors emphasize thoughtful, integrated service.