DMI Wealth Management & Insurance Solutions

06/18/2026

📊 Your DMI Quarterly Market Update is here.

Jeremy Dodd CFP® breaks down the latest market trends, economic headlines, and what we're watching moving forward.

👉 Work With Us: https://m.levitate.ai/d5fca3-1q0b7a/Retirement-Disc...

06/11/2026

06/04/2026

📊 May brought a mix of encouraging economic data and ongoing uncertainty.

Strong consumer spending and continued investment in AI helped support economic growth, while rising energy prices and inflation concerns kept investors focused on the Federal Reserve's next move.

👉 Swipe through for a quick overview of what happened and what we're watching.

As always, our team is here as a resource if you have questions or would like to discuss how current market events fit into your overall financial plan.

06/01/2026

Are you ready to take the guess work out of insurance? We have the solution.

05/27/2026

Temperature was on the rise today so our Chief Fun Officer Colleen Miller made a great suggestion! ICE CREAM🍦🕺

05/26/2026

We are excited to welcome Brody Jasso to the DMI team as his first official day begins today🎉

Brody will be assisting clients with a wide range of insurance needs, including Auto, Home, Life, Medicare, and Commercial coverage. He is also currently pursuing his Investment Advisor Representative registration and working toward becoming a Certified Financial Planner™ professional.

We’re excited to have Brody on board and look forward to the impact he will make serving our clients and community.

05/20/2026

🚗 We recently helped two drivers review their auto insurance coverage and found a combined annual savings of more than $8,500 after switching carriers.

Every situation is different, but with rates continuing to change, it may be worth taking another look at your current policy.

As an independent agency, we compare options from multiple carriers, including Progressive, to help you explore coverage that fits your needs and budget.

📞 Want to review your current coverage?

05/08/2026

Employee Spotlight: Mark Garcia

We are proud to recognize Mark for the impact he continues to make with the families we serve. Recently, a client shared their appreciation for his attention to detail, consistency, and willingness to be available when it matters most.

Providing thoughtful guidance and maintaining strong communication are qualities that define Mark’s approach, and we are grateful to have him on the DMI team.

05/07/2026

Attended a conference today focused on direct care contracts and captive groups — and it confirmed something I’ve believed for a long time: employers deserve better options, and employees deserve better care. Grateful for the conversations and excited to keep building solutions that actually work for real people.