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Jeremy Dodd
CFP® & Founder
Jeremy Dodd
CFP® & Founder
Mark Garcia
Wealth Management Advisor
Kylan Bowen
Administrative Assistant
Tina Browning
Commercial Insurance Specialist
Stephanie Huston
Insurance Agent
Stephanie is a licensed Insurance Agent at DMI, proudly serving clients in our Rotan location for the past four years. Originally from New Mexico, she graduated from Carlsbad High School and also holds licenses in both Doula services and Cosmetology. With a heart for helping others, Stephanie brings care and dedication to every client interaction.
She and her husband have been married for 27 years and have two sons, Chad and Kris. Today, they are proud grandparents to five grandchildren. Family and faith are central to Stephanie’s life, and she actively volunteers at her local church, always ready to lend a helping hand wherever she’s needed.
Investment advisory products are offered through Mutual Advisors, LLC DBA DMI Wealth Management & Insurance Solutions, a SEC registered investment adviser. Insurance services are offered through D-Mac Services, LLC, an insurance agency. Mutual Advisors, LLC and D-Mac Services, LLC are not affiliated companies.
DMI Wealth Management & Insurance Solutions, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.
CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Stephanie is a licensed Insurance Agent at DMI, proudly serving clients in our Rotan location for the past four years. Originally from New Mexico, she graduated from Carlsbad High School and also holds licenses in both Doula services and Cosmetology. With a heart for helping others, Stephanie brings care and dedication to every client interaction.
She and her husband have been married for 27 years and have two sons, Chad and Kris. Today, they are proud grandparents to five grandchildren. Family and faith are central to Stephanie’s life, and she actively volunteers at her local church, always ready to lend a helping hand wherever she’s needed.
Contact Us
wealth@dmi.solutions
Office: 325-235-1718
Fax: 325-235-8221
110 East Broadway Street
Sweetwater, TX 79556
Privacy Policy
Investment advisory products are offered through Mutual Advisors, LLC DBA DMI Wealth Management & Insurance Solutions, a SEC registered investment adviser. Insurance services are offered through D-Mac Services, LLC, an insurance agency. Mutual Advisors, LLC and D-Mac Services, LLC are not affiliated companies.
DMI Wealth Management & Insurance Solutions, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.
CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
© 2035 by DMI SOLUTIONS