
Financial Planner, Compliance Manager, & Client Service Manager
Ashley is our Financial Planner, Compliance Manager, and Client Service Manager. In this role, Ashley is responsible for...

Client Service Associate
Calvin is our Client Service Associate. In this role, Calvin is responsible for activities related to supporting clients...

Operations Specialist
Jennifer is the Operations Specialist. She will be the first voice you hear when you call our office, will handle your...

Compliance Associate
Molly is our Compliance Associate. She assists in ensuring that DTIM complies with all federal, state, and local...