President & CEO
With 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 over 15 years. Outside the office, Cathy is a doting dog owner and enjoys traveling the world with her husband, Rogge Dunn.
Chief Compliance Officer
Having worked closely with Cathy at DeWitt & Dunn for 13 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.
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 family.
VP of Client Services
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.
New Business Manager
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.
After spending a majority of the last three decades in the financial planning business in West Texas, Stephen now focuses his time in the Dallas Fort Worth area. Stephen graduated from the Texas Tech School of Finance and he really enjoys helping people plan for the final phase of life, retirement. In his time away from the office, he enjoys spending time with his twin children and exploring new cultures and art through travel.