Experienced Team of Financial Professionals

Our team of 12 experienced investment professionals have a long history of providing wealth management services to help our clients achieve their financial objectives and life goals.

Donald C. DeWees, Jr. CIMA®

Financial Advisor
Managing Partner

Dana L. Edwards

Branch Manager
Managing Director

Michael J. Cradler

Administrative Manager

Arta I. Vitolo MBA CFP® CRPC®

Financial Advisor
Senior Vice President

Cecelia L. Dugan CFP®

Financial Advisor
First Vice President

Tamara E. Milam AWMA®

Financial Advisor
First Vice President

Colleen M. Weaver, MBA, CFP®

Financial Advisor
First Vice President

Robert F. DeWees

Financial Advisor

Amy M. Rottura, M.Ed., Ph.D.

Financial Consultant

Colleen Cook

Senior Client Associate

Marjorie McMenamin

Senior Client Associate

Gladys Jackson

Administrative Assistant