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



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


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



