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.
Senior Vice President
In addition to managing our client services team, Steve co-hosts the DeWitt & Dunn Financial Services Radio Show 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.
Director 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 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.
Client Services Coordinator
A graduate of Kennesaw State University, Alexandra comes to us with 4 years of industry experience specializing in Annuity and Life Insurance Case Management and Wealth Management. Alexandra focuses on creating meaningful and memorable relationships with our clients and assisting the DeWitt & Dunn Team. Alexandra is currently studying for her license and enjoys reading various Finance books and articles in her spare time to further her education. In her free time Alexandra enjoys hiking with family and friends, visiting museums, traveling, going to baseball games, and finding ways to positively impact her community through volunteer work.
Born and raised in Plano, Texas, Natalie graduated from the University of Texas at Austin where she studied Human Development and Family Sciences. After graduation, she had the opportunity to move to New York city for the full NYC experience, but then decided to come back home to be closer to friends and family. As Office Manager at DeWitt and Dunn, Natalie serves as the first point of contact and assists with the day-to-day operations of the business. In Natalie’s spare time she enjoys yoga, reading and watching the latest shows.