Meet the Team

Cathy DeWitt Dunn, CDFA^® FRC^℠

President & CEO

With more than 20 years of experience guiding clients through the complexities of retirement planning, Cathy DeWitt Dunn is a trusted financial expert and founder of her own successful firm. As a Certified Divorce Financial Analyst (CDFA^®) and Federal Retirement Consultant (FRC^℠), Cathy brings specialized expertise to help women and federal employees navigate their financial futures with confidence.

A familiar voice and face in the industry, Cathy has hosted the DeWitt & Dunn Financial Services Radio Show for over two decades and is a frequent guest on local and national television. She connects with audiences in unique ways through Cathy’s Celebrity Lounge, where she chats with notable athletes and musicians about life, money, and milestones. Cathy has also been a part of D Magazine’s Women of Influence for 4 years running.

Known for making financial conversations approachable and empowering, Cathy combines deep knowledge with a personal touch. Outside the office, she enjoys golfing, traveling the world with her husband Rogge Dunn, and doting on her beloved dogs.

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 children.

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

Alvaro Hernandez plays a vital role at DeWitt & Dunn as Client Services Coordinator, ensuring clients enjoy a smooth and responsive experience. He works closely with the financial services team to manage accounts from start to finish, handling new setups, transfers, maintenance, trading support, insurance paperwork, and other key transactions. As a primary point of contact, Alvaro answers questions, manages follow-ups, and ensures every detail is handled accurately. Behind the scenes, Alvaro keeps operations running efficiently by maintaining client records, supporting compliance tasks, and updating internal systems. His decade of experience in corporate operations sharpened his organizational skills and problem-solving mindset, which now enhance his work in financial services. Outside the office, Alvaro enjoys college football, Formula 1 racing, FC Dallas soccer, and fall road trips through New England, and he hopes to one day visit Iceland.