DAG Wealth

Tom Teal

Head of Financial Planning

(Source: DAG Wealth website.) After graduating from Virginia Tech with a degree in Electrical Engineering, Tom spent his early career in technical product management, business development, and managing lines of business. While that provided an excellent opportunity to use his problem-solving skills and strategic focus, it lacked personal impact, which led him to change careers to financial services and become a Certified Financial Planner™ (CFP®) professional to help individuals lead better financial lives. An advantage of becoming a CFP® professional later in his career is that Tom and his wife have sat in the client seat of other advisors, a unique perspective that helps him empathize with client needs, challenges, and goals. It also led Tom to focus on helping people find financial balance. This "enjoy today, plan for tomorrow" mindset requires a holistic approach and expertise in financial life planning. Tom's ability to communicate complex planning topics simply and clearly fosters open discussion and encourages client questions, and he is always looking for new and innovative ways to positively impact clients' lives. Tom is a happily married father of two. He enjoys spending time in the outdoors and trying to keep up with his wife at CrossFit, and when he has time to relax you can find him on the patio with a bourbon, cigar, and a good book.

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.