About DMI

DMI is a national independently-owned marketing organization with more than 20 years of financial stability and success. Since opening our doors in 1989, our mission has been to provide exceptional wholesaling and administration value-added services. We provide our advisors access to highly-rated carriers, competitive products, and service excellence that directly impacts their bottom line.

Southeast Office - 866-262-3222

In addition to our headquarters in Hingham, Massachusetts, DMI also has a fully-staffed office in Clearwater Florida providing exceptional service to our advisors. 

You can reach our Southeast regional office by calling  866-262-3222.

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Management

Brian Donahue

President 781-740-9777 .(JavaScript must be enabled to view this email address)

Ann Sexton

Vice President 781-919-2356 .(JavaScript must be enabled to view this email address)
Wholesalers

Keith Schettino

Director of Life Brokerage 781-919-2357 .(JavaScript must be enabled to view this email address)

Ann Roman

Life Wholesaler 781-919-2359 .(JavaScript must be enabled to view this email address)

Dave Fletcher

Life Wholesaler 781-919-2353 .(JavaScript must be enabled to view this email address)

Amy Tedesco

Annuity Wholesaler 781-919-2355 .(JavaScript must be enabled to view this email address)

Mary Gilson

Annuity Wholesaler 781-919-2325 .(JavaScript must be enabled to view this email address)

Phil Ferrara

Annuity Wholesaler 781-919-2345 office .(JavaScript must be enabled to view this email address)

Oakley Jones

Wholesaler 800-322-6342 office
508-989-1369 cell .(JavaScript must be enabled to view this email address)

Trevor Davis

Annuity Wholesaler 866-262-3222 .(JavaScript must be enabled to view this email address)
Design Services

Stephanie Charron

Project Manager 781-919-2339 .(JavaScript must be enabled to view this email address)

Stephanie Kalis

Sr. Designer 781-919-2333 .(JavaScript must be enabled to view this email address)
New Business

Mary Clark

Key Accounts & New Business Manager 781-919-2347 .(JavaScript must be enabled to view this email address)

Ed Martin

Annuity Case Manager 781-919-2324 .(JavaScript must be enabled to view this email address)

Eileen LaFlamme

Life Case Manager 781-919-2332 .(JavaScript must be enabled to view this email address)

Rene Carr

Life Case Manager 781-919-2341 .(JavaScript must be enabled to view this email address)

MaryAnn Martin

Life Administrator 781-919-2327 .(JavaScript must be enabled to view this email address)

Mark Davey

Sr. New Business Coordinator 781-919-2326 .(JavaScript must be enabled to view this email address)

Debbie Wade

New Business
Case Manager 866-262-3222 .(JavaScript must be enabled to view this email address)
Contracting/Commissions

Carolyn Cormican

Contracting Specialist 781-919-2343 .(JavaScript must be enabled to view this email address)

Felicia Joseph

Contracting Specialist 781-919-2329 .(JavaScript must be enabled to view this email address)
Operations

Kathy Burke

Executive Assistant 781-740-9777 .(JavaScript must be enabled to view this email address)

Carol Venesky

Receptionist 800-322-6342 .(JavaScript must be enabled to view this email address)

Allison Visinaiz

Receptionist 866-262-3222 .(JavaScript must be enabled to view this email address)
  • Our Philosophy

  • In a complex world our philosophy is a simple one:

    Operate with integrity and earn your business.

    As a result we "earn it" with advisors every day. We believe that among the various competitors in the world of financial services, advisors are uniquely qualified to serve the financial needs of Americans. With a heritage of personal service that is unequaled, advisors are up close with those they serve - a fact that places them in a favorable posture to succeed in the future.

  • Our Principles

  • Each of our guiding principles causes us to focus our talents, investments and energies on creating greater opportunity for advisors

    1. Operate with integrity at all times
    2. Recognize that advisors are our customers
    3. Supply our advisors with uncompromising high levels of services
    4. Look forward in order to create the next marketing opportunity
    5. Position our advisors to seize upon marketing opportunities before competitors
    6. Create technology solutions that allow advisors to meet customer needs
    7. Support advisors' marketing activities
    8. Expand advisors' abilities to develop new business through qualified referred leads
    9. Maintain a posture that consumer-oriented products are better for everyone places them in a favorable posture to succeed in the future.
  • Why We're Different

  • We earn our advisors’ trust one policy at a time.