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Welcome to DBM Wealth Management!

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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My Services

I create strategies that are tailored to your needs and goals today and in the future.

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Upcoming Educational Courses

Years of experience have prepared me to guide you through your life transitions.

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Recreation & Events

Staycation ideas for this weekend!

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My Resources

Want to learn more about retirement, social security, or estate strategies? I have a wealth of resources.

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Over 20 years helping families like you. 

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Helpful Content:

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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