Meet Our Team
1-Jul-08-2025-07-40-37-5429-PM
David H DeWitt, CFP®

Dave Jr., a Certified Financial Planner™ (CFP®), is driven by a profound passion for helping people. His focus is on organizing their financial lives and maximizing their potential. Dave's specialization in serving adults with ADHD, combined with his personal experience with the condition, enables him to provide the understanding and support necessary for forging successful financial outcomes.

2-Jul-08-2025-07-40-37-5827-PM
Scott Frank, CAIA™, CPWA®

Over 20 years of experience in investment and financial advisory, encompassing financial planning, hedge fund research, equity fund structuring, board-level fund oversight, portfolio management, software and index design, and family office strategy. Proven track record across institutional and private client segments, with deep expertise in building sophisticated investment frameworks, managing complex portfolios, and driving innovation in financial technology and product design. He holds professional certifications in Alternative Investment Analysis (CAIA™) and Private Wealth Management (CPWA®).

3-Jul-08-2025-07-40-37-5708-PM
David T. DeWitt, CFP®, CSRIC®

David is a seasoned asset manager and financial planner whose career began in the 1980s. His extensive experience spans various critical facets of finance, financial planning, including equity research, portfolio management, and Master Limited Partnerships (MLPs). David is a Certified Financial Planner™ (CFP®) and a Chartered SRI Counselor (CSRIC®).

4-Jul-08-2025-07-40-37-5630-PM
Doreen Gallagher

Doreen has over 30 years of experience in the brokerage and investment advisory industry. She is responsible for all office and administrative duties associated with client account maintenance and service. Skilled hobbyist sharpshooter with a focus on precision marksmanship and discipline.