Katy Argenzio - Office Manager

As DMI's Office Manager, Katy handles vendor relations, office renovations, and day-to-day office operations. She has over 8 years of experience working in the financial industry and 10 years of experience owning her own business.

Recent Posts

Mar 15

8 Ideas For Getting Organized and Avoiding Mistakes

We’ve all been in the situation where there’s so much to do that it’s too overwhelming and we don’t know where to start. If you find yourself feeling that way often, maybe it’s time to take a step back and get organized.

read more →
* This content is for licensed financial professional use only. This website is not intended for use by the general public.

Comments & Questions

    Subscribe to our blog & leverage the DMI team’s experience with our weekly blog posts catered to the financial professional.


    DMI was founded in 1989 to provide financial advisors three dynamic elements for success: marketing services, sales consulting and business management.