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Our Team

Client Centered

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. 

Our team approach adds perspective to all we do
and provides increased benefits to our clients.

Meet Our Team

Sam D'Alesandro

Chief Executive Officer & Chief Compliance Officer

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Since 1998, Sam has been advising a diverse client roster of business owners, trustees, families and individuals.  His genuine concern about the financial and personal well-being of every client creates the trusting relationships....

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M. Carla Devlin, CFA® Chief Investment Officer

President & Chief Investment Officer

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Individuals and institutions will feel confident with the investment perspective Carla brings to each client relationship.  As Chief Investment Officer and adviser, Carla manages portfolio strategies, conducts research and...

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Keith Woerner, J.D.

Executive Vice President & General Counsel

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As an investment adviser and estate planning attorney, Keith brings a valuable perspective to his clients as he develops comprehensive solutions to meet their unique financial needs....

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Sara Morrison

Client Service Administrator

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Sara works closely with DWD’s advisors to assist with all administrative necessities. Sara loves troubleshooting client needs and coordinating day-to-day office functions.  She came to DWD to pursue her passion for the...

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Frank H. Schuler, CFP®

Investment Advisor Representative

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Whether you’re an individual investor or an established corporate or institutional firm with assets to be managed, you will enjoy peace of mind as Frank keeps the investment process simple through the use of...

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