President & CEO
With 20 years experience running her own successful firm, Cathy is a sought after financial expert. In addition to providing retirement planning advice to her clients, Cathy is a frequently interviewed guest on local and national television news, and has been the host of Safe Money Talk Radio for over 15 years. Outside the office, Cathy is a doting dog owner and enjoys traveling the world with her husband, Rogge Dunn.
Business Operations Manager
Having worked closely with Cathy at DeWitt & Dunn for 13 years, Lora has gained invaluable knowledge of how to navigate the financial world and get the best results and service for our clients. She has earned her Series 65 license, and provides wealth management and advisory services for the clients of DeWitt & Dunn. Lora is also a volunteer leader in Youth Ministry at her church in Plano, both directing the youth choir, and regularly attending youth group and summer trips.
Client Relations Manager
In addition to managing our client services team, Steve co-hosts Safe Money Talk Radio with Cathy DeWitt Dunn and Lora Bowers every weekend. Steve began his career in the financial services industry in June of 2006, since then he has been able to assist hundreds of families and individuals with retirement and income planning.
Steve attributes his career success to relationships, focus, and passion. Both when working with the DeWitt & Dunn team, and when meeting with clients, he is focused on commitment, integrity, and empathy.
Steve Lives in Celina, Texas with his wife Erica and daughters Kylie, Dylan, and Kenzie.
Client Service Coordinator
Russell is passionate about helping others accomplish their financial goals. He is excited to speak with you about your current situation to see what we can do to help put you in a better position. Currently, he is studying for licenses and certifications to add to his resume, and is responsible for new client relations at DeWitt & Dunn. Outside of the office, Russell is an active outdoorsman who loves to ski, fish, camp, and anything else outside. He looks forward to speaking with you and setting up your next meeting with DeWitt & Dunn Financial Services.
As office manager, Azland is responsible for day to day operations at DeWitt & Dunn. He reviews and coordinates the submission of applications and corresponding documents to the financial institutions, and frequently reviews replacement, transfer, and external exchange documents. Azland also assists clients with account information access, withdrawal and deposit transactions, and provides support for account maintenance.
Azland enjoys spending time outdoors with family and friends, playing basketball, volunteering, and cooking on the grill. Traveling throughout the countryside and rural areas to take pictures of mother nature is also one of his passions.
Jacob Tippit is a graduate of University of North Texas and joined DeWitt and Dunn in 2015. He is well-versed in all financial offerings at DeWitt & Dunn, and seeks to enrich our client experience by managing scheduling, client services issues, and the myriad of behind-the-scenes tasks that are crucial to delivering best in class customer service. Outside of the office, Jacob enjoys the many art offerings DFW offers and spending time with his fur-baby, Myrtle, who is a short haired border collie mix.