Our Mission

Dove Investment Research & Management's mission is to create a place for people to learn and be encouraged to move toward their faith and purpose-driven lives. People are searching for wisdom in the management of their money, and we guide them using their values and our experience. When you ask us for advice, we'll first turn to God’s Word for answers. 

"For I know the plans I have for you, declares the Lord. Plans to prosper you
and not to harm you, plans to give you hope and a future."

Dove Investment Research & Management is centered around God's promise in Jeremiah 29:11.

 

Our Values

Inspiration

What inspires you? Is it a beachfront house or a trip around the world? Perhaps it’s the ability to live closer to family and grandchildren. Many of our clients desire to serve others or act on God’s calling in their lives. We help clients envision their future and counsel them to be inspired to live their purpose-driven lives, so they feel capable of reaching their goals. 

 

Education

We want to ensure clients fully understand the game plan we've developed together. We educate you using clear, straightforward language, and strive for clarity in defining your goals and transparency regarding potential risks or costs. 

 

Faith

Our team is dedicated to glorifying God in everything we do, including managing your finances. The Bible mentions money 140 times, and we believe the concept of stewardship is foundational to all we do. It drives our calling of serving others through investment management and financial planning, ultimately making it easier for you to fulfill yours.

 

Integrity

We pledge to manage your money with an objective approach that keeps your best interests a priority. We will always give our honest recommendation of what is best for you. 

 

Service

Our team will work hard to provide excellent customer service. If you have a concern we will work to resolve it  as quickly as possible. Your satisfaction is a primary goal. 

Our Team

Thomas R. Graffeo CFP®, CIMA, LPL Registered Principal

Financial Advisor
tom@doveinvestments.com
Toll Free: 1-877-436-8346

Tom Graffeo, CFP® CIMA is a Wealth Manager who focuses his practice on pursuing stability for his clients when it comes to their financial future. With more than 30 years of experience, Tom brings a wealth of knowledge, experience and education to his practice. As a consultant to advisors in the investment industry for the last 15 years, Tom worked with and coached various prominent advisors in Southern California.

A graduate of the University of Southern California (1985) with a degree in economics, Tom went on to work for some of the biggest financial firms in the world. Most recently he was a vice president with Alliance Bernstein and ING Group, two of the largest financial firms in the world. Along the way Tom became a Certified Financial Planner ProfessionalTM (CFP®), earning a planning degree from The College of Financial Planning. He also attended The University of Pennsylvania’s Wharton School of Business to earn the designation of Certified Investment Management Analyst (CIMA). These educational experiences distinguish Tom in the investment community, as very few advisors have both designations. He is a member of the Financial Planning Association, Investment Management Consultants Association and Kingdom Advisors.

Tom lives in South Orange County and attends Saddleback Church. He supports Strong Tower ministries, an outreach program for disadvantaged children in Orange County and Baja California.

Meet Tyler Graffeo CFP®, Financial Advisor

tyler@doveinvestments.com
Toll Free: 1-877-436-8346

Tyler Graffeo, CFP® is a financial advisor at Dove Investment Research and Management who focuses on helping individuals and families bring clarity and structure to their financial lives. Tyler’s work centers on building goal-based financial plans and implementing disciplined investment strategies designed to support long-term decision-making through changing markets and life transitions.

Tyler became a CERTIFIED FINANCIAL PLANNER™ professional after completing the CFP® certification process in 2025, including the required education and comprehensive exam. He brings a process-driven approach to planning and portfolio implementation, helping clients translate complex topics like retirement planning, tax-aware decisions, and cash flow structure into clear, actionable next steps.

Tyler graduated from Baylor University, Magna Cum Laude, with a BBA in Finance and Management Information Systems and held leadership roles in his business fraternity. Tyler lives in Laguna Beach, CA and attends Mariners Church. Outside of work, he enjoys spending time with his dog, Willow, learning about new technology, and loves trying new food.

Meet Rob DeKlotz Business Development Associate

rob@doveinvestments.com
Toll Free: 1-877-436-8346

Rob's focus on the Dove Investment Research and Management team is on leadership coaching, organizational effectiveness, business development and serving as a resource to our clients in kingdom perspective and generosity.  

Rob has a proven track record of leadership, with more than 35 years of as an organizational leader with several dynamic and growing organizations in Orange County. As an executive team member at Mariners Church and Saddleback Church and COO at Operation Snap Dragon, he has successfully built highly effective teams, maximized people and resources for growth and developed new partnerships focused on collaboration and synergy.

Rob lives in Irvine with his wife of 44 years, Jennifer. Rob and Jennifer attend Harbor Point Church. They support the JESUS Film Project, Jordanian Evangelical Seminary (JETS), EQUIP, R180, and The Finishing Fund

Meet Jessica Holland Administrative Associate

jessica@doveinvestments.com
Toll Free: 1-877-436-8346

 

Jessica works with Dove Investment Research and Management as an Administrative Associate. Jessica is a graduate of California Polytechnic University at Pomona, where she received All-American honors playing basketball for the Broncos. After college, Jessica worked in daytime television as an Associate Producer for Paramount and Fox Studios. She has held many key volunteer positions in the community with sports, school and church, while raising her family. Jessica currently resides in South Orange County, CA with her husband Tom and their 5 children.

Meet Pattie McClure

Operations Associate at Dove Investments
pattie@doveinvestments.com
Toll Free: 1-877-436-8346

Pattie McClure has joined the Dove Investment Research and Management team as a non-licensed Operations Associate, where she helps oversee day-to-day operations. With years of experience in a fast-paced office environment, Pattie brings valuable expertise to the team. Outside of work, she is a proud mother of four grown children and two grandchildren. Pattie has also been an active volunteer over the years, contributing her time and leadership in church, school, scouts, and sports. Pattie is looking forward to serving you.

Team Member Story – Rob DeKlotz

Interview of Rob DeKlotz, Business Development Associate at Dove Investments since 2020, 

by Thomas Graffeo, principal financial advisor at Dove Investments.

Our Philosophy

Our philosophy is simple: We want to get to know you in order to help you make the best decisions possible.

We focus on understanding your goals and developing a plan to pursue them. We seek to serve our clients with the highest of service and a commitment to excellence and faith. From our beginnings we have stepped into the vision of serving our clients in a different way than most of industry – as a faith- based practice, seeing the holistic needs of our clients – their faith, dreams, aspirations and goals.

When we first meet, we will discuss your personal and financial goals for the future. During our second meeting, our advisors will propose a customized portfolio that fits your specific needs and timeframes. Together, we will discuss the implementation of our recommendations with the goal of putting you on the path towards achieving your goals. From there, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will adjust your financial plans or investments. Dove Investment Research & Management is an independent firm, so we have no bias toward specific investments and can choose those that best fit your goals. 

The financial planning environment is constantly changing, and it is of the utmost importance to us to be proactive and knowledgeable. We are committed to staying up to date on relevant tax, estate and social security laws in order to provide you with the best financial advice.

*Dove Investment Research & Management and LPL Financial do not provide tax or legal advice or services. Please consult your tax or legal advisor regarding your specific situation.

How We Give Back

Dove Investment Research & Management is dedicated to serving others through numerous charitable institutions.

 

Strong Tower Ministries 

Dove Investment Research & Management partners with Strong Tower Ministries to help orphaned and at-risk children within and outside of our borders. From mission trips to Mexico to building and maintaining facilities in local communities, we actively work to bring change to the lives of underprivileged children and expose them to God’s unconditional love and grace. If you would like to learn more about Strong Tower Ministries or donate, please visit http://www.strongtowerministries.info/.

Hope Again

Dove Investment Research & Management also partners with Hope Again, a non-profit, faith-based ministry that serves the poor, homeless and disenfranchised in Hollywood, California. From providing food and hygiene items to running a transitional housing program for the homeless, Hope Again serves as a conduit to give hope and dignity to those trapped in poverty, crime and substance abuse. If you would like to learn more about Hope Again or donate, please visit https://www.missionsdoor.org/missionary/galpin-ron-and-deeyonne/

 

 

Wounded Warrior Project 

Dove Investment Research & Management is proud to support Wounded Warrior Project, a non-profit organization that serves and empowers wounded veterans. From providing free health and wellness services to offering counseling and support for injured veterans, Wounded Warrior Project is a catalyst for bringing hope to the men and women who have selflessly defended our country and freedoms. If you would like to learn more about Wounded Warrior Project or donate, please visit https://www.woundedwarriorproject.org/.

Fee Structure

Our fee structure is transparent.

 

Fee-Only

As a fee-only Registered Investment Advisory firm and representative of LPL Financial, we believe in transparency. When you work with us, you will know which services you are receiving and how much you are paying. 

Dove is paid solely through a monthly service fee deducted by LPL from your account. We don’t sell any products or collect commissions, marketing dollars, trailing profits, referral fees or revenue sharing. 

Fee Calculation

Our annual fee for investment advisory services is based on the total dollars for which investment advice is sought. Our fees start at 1% annually, calculated on the investment assets we manage for you. This fee does not apply to your real estate or other assets we do not manage. 

Dove is motivated to make your investments grow over the long term. After the first billing period, fees will be adjusted with each subsequent billing period to reflect the current market value of the assets we manage. As your investments grow, our fee increases. If your investments drop during a market downturn, we also earn less.