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, and his Certified Investment Strategist (CIS) designation in conjunction with the Stern School of Business, New York University. Don also completed the Consulting to Endowments and Foundations certificate course at The Wharton School, University of Pennsylvania.

Don is an active member of the Investments & Wealth Institute. He has served on their 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.

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 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 former 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.

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 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.

With over 35 years of securities industry experience, FINRA supervisory registrations 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.