DAG Wealth

Tish Troutman

Investment Advisor

Tish Troutman is an Investment Advisor with DAG Wealth. Educated at Oklahoma State University and Friends University, she holds FINRA Series 7, 63, and 65 registrations. She came to investment advising from an extensive background in human resources, sales, consulting, and business management, where she saw the profound impact of financial decisions, and she is driven by a deep desire to make a meaningful difference in people's lives. Before joining DAG Wealth she was a financial advisor at a century-old firm delivering holistic investment, retirement, estate, tax, and risk-management planning, and earlier spent more than a decade as a business consultant leading client portfolios across healthcare, technology, and pharmaceuticals, where she was recognized with eWomen Network's "Women to Watch" award. She takes her fiduciary role seriously and aims to deliver forward-thinking, fully personalized plans that close the gaps she often sees in clients' overall strategies. Shaped early by faith, family, and hard work, she approaches every client relationship with gratitude and intention. Outside of work she treasures time with her family on the boat, travel, music, and sports, and is an avid college football fan. She lives in Dallas, Texas.

Disclosures

DAG Holdings Co is a holding company that does not provide investment advisory, brokerage, administrative, or insurance services to clients. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services. Tax matters are handled through referrals to independent qualified tax professionals.

DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction.

Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law.

Insurance products and services are offered through Xure Insurance or its affiliates.

Investment advisory services are offered exclusively through DAG Wealth, an SEC-Registered Investment Adviser (CRD No. 328627). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov.

Custody arrangements with third-party independent qualified custodians reduce certain risks but do not eliminate them.

Investing in digital assets involves risk, including the possible loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Past performance is not indicative of future results.

Specific fee schedules, scope of engagement, conflicts of interest, and material business practices are disclosed in writing before engagement and in Form ADV Part 2A for the investment-advisory portion.

The information on this site is for general educational purposes and is not legal or tax advice.