Our mission is to break the bounds of the traditional financial services experience for our clients. By focusing on guidance, accountability, and implementation of strategies, we forge personal relationships with our clients as we walk hand-in-hand through their financial planning journey. Securities offered through DAI Securities, LLC, member FINRA/SIPC. Advisory services offered through DAI Wealth, Inc.., an SEC Registered Investment Adviser. DAI Securities, LLC and DAI Wealth, Inc. are separate, but affiliated, entities.