DHL Wealth Management LLC

Roger Frigstad is a financial advisor with DHL Wealth Management LLC in Richardson, TX. He holds a Series 65 designation and has prior experience working at Frost & Sullivan for ten years. He also works as an independent insurance agent at American Senior Benefits, assisting clients with Medicare and insurance-related matters. DHL Wealth Management provides advisory services focused on ongoing portfolio management, financial planning, and estate-planning referrals for individual clients. The firm employs a long-term investment approach based on modern portfolio theory, emphasizing diversified exposure and fixed-income annuities.

Anthony Lara is a financial advisor at DHL Wealth Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Peak American Investment Advisors, Inc. and KEBA Enterprises. Lara is also a licensed insurance agent with American Senior Benefits. DHL Wealth Management provides advisory services to individual clients focused on portfolio management, financial planning, and estate-planning referrals. The firm employs a modern portfolio theory-based investment approach with a long-term orientation, emphasizing diversified exposure and fixed-income annuities.

Aaron Hutchinson is a financial advisor at DHL Wealth Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Peak American Investment Advisors, Inc. and Sonic Automotive. He is also licensed to sell insurance with American Senior Benefits. DHL Wealth Management provides advisory services focused on ongoing portfolio management, financial planning, and estate-planning referrals. The firm serves primarily individual clients using a long-term investment approach grounded in modern portfolio theory, emphasizing diversified exposure and fixed-income annuities.

Paden Demuth is a financial advisor at DHL Wealth Management LLC in Richardson, TX, holding a Series 65 designation with four years of industry experience. His work history includes roles at Paycom and Peak American Investment Advisors, Inc. He is also licensed to sell insurance with American Senior Benefits and works as a Client Services Manager at Paycom. DHL Wealth Management provides advisory services focused on portfolio management, financial planning, and estate-planning referrals primarily for individual clients. The firm employs a modern portfolio theory approach with a long-term orientation, emphasizing diversified exposure through mutual funds, ETFs, equities, TIPS, and fixed-income products.