Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
President, DWMG Investment Executive
Bilingual – Spanish/English
As an advisor experienced in providing comprehensive wealth management for middle-income and high-net-worth families, retirement plans, charitable organizations and businesses, I help clients develop...
Senior Vice President, DWMG Client Service Manager
Prior to joining DAS Wealth Management Group in 2022, Shirley worked with Wells Fargo Advisors for over 13 years. Her enthusiasm, energy, dexterity and aptitude are a perfect complement to the DAS...
Client Service Associate
Jeffrey joined DAS Wealth Management on Oct of 2021 and has been working primarily behind the scene providing administrative support to our team. Jeffrey has been promoted to the frontline and his goal...
Andy’s pursues learning. Learning how to better service the clients and taking in the support role for the team. He joined the team as a Marketing Assistant. He always takes in things as a learning experience...