Our Firm

Joe graduated from Florida State University in 2006 with a degree in Finance and currently serves as an Investment Advisor Representative with Brookstone Capital Management. He firmly believes that managing risk and preserving capital are crucial elements of a robust financial plan. By treating his clients like family, Joe works closely with them to design customized portfolios that align with their unique needs and aspirations.

Joe embraces a holistic approach to financial planning, collaborating with trusted professionals such as CPAs and attorneys to ensure that every aspect of a client's financial life is considered. This comprehensive support empowers his clients to make informed decisions and achieve their financial goals.

Residing in Frankfort, IL, Joe enjoys a fulfilling family life with his wife, Cherisse, and their two children, Mason and Aspen. The family shares a passion for travel and values the time spent together, whether exploring new destinations or enjoying cozy moments at home with friends, family, and their beloved dogs. Joe's commitment to balancing personal and professional life reflects his dedication to nurturing both his family and his clients' financial well-being.

Mike graduated from Northern Illinois University with a degree in Finance and brings over 15 years of experience in the financial industry. He currently serves as an Investment Advisor Representative with Brookstone Capital Management. Mike believes that understanding each client’s unique goals and priorities is the foundation of a strong financial plan, and he is committed to building meaningful relationships by taking a personable, client-first approach.

Mike began his career at Edward Jones, where he held analytical roles and led a variety of projects that helped shape his strategic and detail-oriented mindset. Over the years, he has developed a reputation for simplifying complex financial concepts into clear, easy-to-understand strategies, empowering clients to make confident and informed decisions.

At Dowling Financial, Mike works alongside Joe to support and serve all clients of the firm, helping ensure a consistent, high level of care and attention across every relationship. Together, they focus on creating customized financial plans designed to support long-term growth, protection, and overall financial confidence. Mike’s thoughtful and straightforward approach allows clients to feel comfortable, informed, and confident in their financial future.

Doris began her professional career working in hospital pathology laboratories, where she developed a strong attention to detail and a deep commitment to accuracy. After several years in the medical field, she transitioned into the financial services industry, bringing her analytical mindset and dedication to client service with her.

Doris joined Brookstone Capital Management, where she quickly excelled and advanced to the role of New Business Team Lead. In this position, she played an integral role in supporting advisors and ensuring a smooth and efficient onboarding experience for new clients. Her organizational skills and client-first approach made her a valuable resource to both colleagues and clients alike.

Having worked with Joe at Brookstone Capital Management, Doris welcomed the opportunity to join him at Dowling Financial. In her role, she supports both the firm’s clients and team, helping to create a seamless and positive experience that reflects the firm’s commitment to exceptional service.

Residing in Mokena with her husband, Wes, Doris enjoys a close-knit family life. She is grateful that her two daughters, sons-in-law, and four grandchildren live nearby, allowing her to spend meaningful time with them. Doris especially values the flexibility of her role, as she is thrilled to work from home three days a week, giving her the opportunity to babysit her grandchildren while maintaining her commitment to the clients she serves.