Team of Experienced Financial Professionals

Donald C. DeWees, Sr.

Donald C. DeWees, Sr.

    • Managing Director - Investments
    Don DeWees Sr. is the founder and mentor of the DeWees Investment Consulting Group and brings over 50 years of investment consulting experience to the team. Don implements an investment consulting process which includes an asset study, investment policy, strategic asset allocation, manager search and selection, and performance monitoring and reporting.

    A U.S. Army Veteran, Don earned his B.A. from Bucknell University in 1953, and attended the Wharton School of Business at the University of Pennsylvania. Don and his wife Martha have been happily married for more than 60 years and enjoy spending time with their three children and three grandchildren.

    Don is an active member of the Delaware community and has served on numerous charitable boards including the Delmarva Boy Scouts, Delaware Symphony, Delaware Art Museum, and Kalmar Nyckle Foundation. Don currently serves on the board for the Leukemia Society, a position he has held for over 20 years.
    Donald C. DeWees, Jr.

    Donald C. DeWees, Jr.

    • CIMA
    • Managing Director - Investments
    • Senior Institutional Consultant
    Don Jr. has over 20 years of investment consulting experience. His team provides investment counsel to over $1 billion of high net worth and institutional client assets. Don leads key clients on all aspects of the investment process, including investment policy, manager search and selection, portfolio design and construction, strategic and tactical portfolio tilts, capital markets review and outlook, and fiduciary issues.

    Don earned his Bachelors in Business Administration (BBA) from Stetson University, his Certified Investment Management Analyst (CIMA) designation in conjunction with The Wharton School, University of Pennsylvania, his Certified Investment Strategist (CIS) designation in conjunction with the Stern School of Business, New York University, and his Accredited Investment Fiduciary Auditor (AIFA) designation in conjunction with the Katz Graduate School of Business, University of Pittsburgh. Don also completed the Endowments and Foundations course at The Wharton School, University of Pennsylvania.

    Don is an active member of the Investment Management Consultant's Association (IMCA). He has served on the IMCA Certification Committee and on the Advisory Council for Wells Fargo Advisors.

    Don is a devoted husband and father of three children and enjoys an active lifestyle including yoga, weight training, USTA tennis, biking, and hiking.  Additionally, Don is a beekeeper and an oenophile. He currently serves on the Board of the Rodney Street Tennis & Tutoring Association (RSTTA).
    Arta I. Vitolo

    Arta I. Vitolo

    • MBA
    • CFP
    • CRPC
    • Financial Consultant
    • First Vice President - Investment Officer
    Arta joined the DeWees team in 1986 after earning both an undergraduate degree in business and an MBA from the University of Delaware.  She obtained the CFP® designation in 1990 and the Chartered Retirement Planning CounselorSM designation in 1998, both from the College for Financial Planning. 

    Drawing on 28 years of expertise, Arta designs, recommends, and implements investment strategies for high net worth and institutional clients.  She has lived in Landenberg, PA for 19 years and, when away from the office, enjoys travel, reading, and spending time at the Jersey shore with family and friends.
    Tamara E. Milam

    Tamara E. Milam

    • AWMA
    • Financial Consultant
    • Vice President - Investment Officer
    Tamara moved to Delaware from Texas and began working with Don DeWees Sr. in 1985, earning her Series 7 registrations in 1989. She attended the University of Delaware and earned the designation of Accredited Wealth Management Advisor, AWMA® from the College for Financial Planning in 2014.

    She is active in the community and is a current member of the Board of Trustees and past Treasurer for the Leukemia and Lymphoma Society, Delaware Chapter. She previously was on the Board of The Limen House and served as Treasurer and Secretary.

    Happily married, Tamara has two sons and one granddaughter and enjoys spending time with family, collecting antiques, working in her garden, and cooking.
    Cecelia L. Dugan

    Cecelia L. Dugan

    • CFP
    • Financial Consultant
    • Vice President - Investment Officer
    Cece's investment career began with Don DeWees, Sr. in 1982 and has continued with him for over 3 decades despite several mergers and acquisitions. The people she's come to know are as varied as the markets she has experienced and she has enjoyed building and maintaining multi-generational relationships while helping clients meet their financial needs. Clients have recognized her high integrity, dedication and loyalty to their interests. Cece holds the CFP® designation from the College for Financial Planning and completes ongoing training and continuing education courses regularly.

    Active in the community, Cece serves as an officer and board member of several private charitable foundations as well as the Finance Council of St. Ann's Church, where she is an active parishioner. She also enjoys volunteering her time at the schools her children attend, traveling anywhere, reading, gardening and bible study, but most of all spending time with her children Meaghan, Sean and Keeley as well as her extended family.
    Colleen M. Weaver

    Colleen M. Weaver

    • MBA
    • CFP
    • Financial Consultant
    Colleen has worked with DeWees clients for nearly 20 years helping them achieve their financial goals. She plays an integral role in creating and implementing financial strategies and optimizing the overall client experience. 

    Prior to working with the team, Colleen worked at Prudential Securities. Colleen holds the designation of CFP®  professional.  She received her undergraduate degree in Finance from the University of Delaware and has also earned her MBA.  

    Colleen relishes time spent with her husband and two children.  She and her husband share a love of the outdoors, and are finding time to travel as their children grow into adulthood.
    Dana L. Edwards

    Dana L. Edwards

      • Practice Coordinator
      • Vice President
      With over 35 years of securities industry experience, FINRA supervisory licenses and a bachelor's degree in business management, Dana is responsible for overseeing the DeWees Team operations, service model, personnel and focusing team and firm resources to deliver the optimal client experience.    

      As a lifelong Delawarean, Dana is active in social concerns of the local community, including serving as past Board President of Limen House, for which she received several Wells Fargo volunteer awards.