About Us

Finance Consulting Firms

Founded in 1987, DHR Investment Counsel, Ltd. is a Registered Investment Advisor that provides investment management and counsel, financial planning and advice.

We understand our clients as whole people and deliver comprehensive financial services. We help each client plan for and achieve their unique, individual vision for financial success.

We pursue long-term investment portfolio success using sound philosophy and a firm but flexible discipline. Our investment approach is based on strong theory and compelling evidence, executed carefully and consistently.

Our clients share enduring relationships with us and we care deeply about each and every one of them. Several of our clients have been with us since we founded the firm.

Best Finance Consulting Firms in Oakland, California

Meet The Team

Davis Riemer

Principal and Founder, Davis Riemer directs investment strategy and all advisory services, oversees marketing and communications, and works with most of DHR’s clients. His 40+ years of professional experience includes financial planning, estate planning, business-entity planning, life and health insurance, and investment products. Davis has worked with many California families and businesses and draws upon that experience in advising every client.

Davis grew up in Madison, Wisconsin, and received his B.A. from Stanford University in History, with added emphasis in psychology and political science. Davis serves on the boards of Kala Art Institute and the AC Transit Retirement Plan. He has also served in multiple capacities for the local, state and national organizations of the American Civil Liberties Union.

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Louise Rothman-Riemer

Principal, Louise Rothman-Riemer is chief financial officer, chief compliance officer, and director of trading. She contributes expertise in needs assessment as well as product knowledge of a broad spectrum of insurance contracts. Louise has helped many of DHR’s female clients increase their understanding of financial issues.

Louise is from Wausau, Wisconsin. She graduated from the University of Wisconsin in Madison with B.A. degrees in both English and Theatre Arts and earned an M.A. in Improvisational Theatre from San Francisco State University and a paralegal degree from St. Mary’s College in Moraga. Her personal interests include theatre, art, social justice, and civil liberties and her growing family. Louise currently is the immediate past president of the League of Women Voters Oakland, and Power stands for “Progressive Oakland Women Empowering Reform. She also serves on the board of directors for the Rockridge Business Improvement District (RDA), and Progressive Oakland Women for Empowerment and Reform (POWER), and has served in various capacities with the ACLU of Northern CA.

Shannon Stone

Shannon Stone, is a CFP® (Certified Financial Planner) and Client Advisor for DHR, having previously worked in operations, advisor support, and investment strategies. She brings many years of experience with several different investment firms, including a Bay Area bond investment firm.

Shannon earned dual B.S. degrees in Business Administration and Business Management from the University of Phoenix in Sacramento. She is certified as a Performance and Family Coach. Shannon served as president of the non-profit organization Visions for Teens at Risk. She enjoys on-going personal development and spending time with her children and husband.

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Shari Frank

Shari Frank is the newest member to DHR, and provides advisor and trading support for the team. She brings a wealth of client knowledge to DHR, having worked in operations for Goldman Sachs and client service for Merrill Lynch. Shari hails from the Rocky Mountains, where she earned a B.A. in Economics from the University of Colorado and was a member of the US Development Freestyle Ski Team during college. She has a passion for philanthropy and loves to spend time in the mountains with her family.

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Robin Rosario

Robin Rosario has been with DHR since 2002. She manages operations and finance, and works closely with many of our clients. Prior to joining DHR, Robin managed her own bookkeeping and accounting firm for 15 years.

Robin grew up in Los Angeles. She practices and teaches Taiji and Qi Gong, and has also studied and practiced acupuncture. Robin is currently pursuing an interest in Life Coaching, particularly working with women dealing with cancer diagnoses.

Best Finance Consulting Firms in Oakland, California