Team

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....

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...

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....

Jillian works closely with DWD’s advisors in developing financial plans, researching investment vehicles, and analyzing portfolios. Jillian is a numbers-person, loves problem-solving and digging in to details to help our clients...

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...

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...