DM Wealth Management, Inc.

Peggy attended the SSG conference in April 2019 and spoke on "Ethics in a 2019 World" for CFP(r) certificants.

D.M. Wealth loves being part of the Fall Festival!

Dan Mitchell joined the firm in June 2018. We welcomed him with a Chamber of Commerce Business Before Hours that also gave us a chance to show off our expansion!

Every year, Peggy goes to Washington DC with the Financial Planning Association to advocate for client protections and protecting the financial planning profession.

Various Conferences across the Nation, Peggy was asked to speak at.

Our First Annual Shredding Party in Conjunction with Ball and Morse PLLC

Our 2015 Artists

Attending the Norman Chamber of Commerce 2015 Banquet.

Journal of Financial Planning

Embassy Suites, Norman OK

On December 14, we gave away candy canes in amazingly cold weather!

Downtown Norman hosted its first annual Fall Festival October 25! We had about 1,000 trick or treaters!! More candy next year....

D.M. Wealth Management, Inc. celebrated its 10-year anniversary in conjunction with Second Friday Circuit of Art in September. Here's to another 10 prosperous years!

Thanks to Chad Linville, president of Bricktown Rotary, for giving me the chance to talk about small business retirement planning.

A beautiful June evening was the perfect setting for Frank Lawrence and Annie Oakley (Grace and Sophia Babb) outside the office for Second Friday Circuit of Art.

A windy, wet night for the Norman Mardi Gras parade dampened no one's spirits!

In January, we featured the artwork of Jonathan Manning from Oasis Studios and Gallery. Jonathan is the husband of Melissa, the art teacher at ASCS.

A scrapbook of our first year downtown.