Meet the Team

Cathy DeWitt Dunn, CDFA® FRC℠

President & CEO

With over 20 years experience running her own successful firm, Cathy is a sought after financial professional. 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 DeWitt & Dunn Financial Services Radio Show for more than two decades. Outside the office, Cathy is a doting dog owner, avid golfer and enjoys traveling the world with her husband, Rogge Dunn and family.

Joshua Perkins, IAR®

Vice President & Chief Compliance Officer

Josh Perkins has been licensed in the financial services industry since 2008 and runs the Arlington and Fort Worth, Texas offices of DeWitt & Dunn Financial Services. Josh focuses on helping protect his clients from market volatility and thoroughly enjoys providing solutions to financial concerns. Josh has had extensive training and certifications in the financial services industry, such as retirement planning, life insurance, Social Security optimization, annuities, securities and several other financial strategies. In his spare time, he enjoys traveling with his wife, Whitlee, and four children. He is active in his local church and often engages in charity work in the community. Some of Josh’s favorite hobbies are scuba diving, deep-sea fishing, and racquetball.

Russell Wilhite, IAR®

VP of Client Services

Russell is passionate about helping clients achieve their financial goals and is eager to learn more about your current situation to explore how he can put you in a stronger position. After ten years with DeWitt & Dunn, Russell earned his Investment Advisor Representative license to further support clients and also leads new client relations for the firm. Outside of work, Russell is an avid outdoorsman who enjoys skiing, fishing, camping, and just about anything that gets him outside. He looks forward to connecting with you and helping schedule your next meeting with DeWitt & Dunn Financial Services.

Brooke Muir

VP of Operations

Brooke graduated from The University of North Texas, Go Mean Green! After graduation, Brooke was an elementary school math teacher up until she joined the team here at DeWitt & Dunn. Brooke loves to spend quality time with her three awesome dogs and travel to new places with her husband and son.

Azland Dubose

New Business Manager

Azland enlisted in the Marine Corps in 1999, while attending the University of Southern Mississippi. He majored in Management Information Systems at USM and served for 8 years at Marine Corps reserve artillery unit in Jackson, MS. As new business manager, Azland is responsible for overseeing new client setup. 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.

Lacey Singer

Office Manager

Lacey Singer graduated from Baylor University with a Bachelor’s degree in Studio Art and a minor in Art History. Though initially drawn to the arts, she discovered her passion for managing operations and streamlining processes while working as an office manager for a luxury wedding photography company. This newfound interest led her to DeWitt & Dunn Financial Services, where she utilizes her organizational skills and eye for detail to enhance office efficiency and client experience. Outside of work, Lacey enjoys spending time outdoors with her dog, Otter, playing tennis or pickleball, and exploring new destinations with her husband.

Lora Gauthier Dixon, IAR®

Having worked closely with Cathy at DeWitt & Dunn for over 20 years, Lora has gained invaluable knowledge of how to navigate the financial world and pursue 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.

Alvaro Hernandez

Client Services Coordinator