Our Team | CD Wealth Management

Scott R. Cohen

Founder, Executive Chairman
CERTIFIED FINANCIAL PLANNER®
Certified Fund Specialist
Chartered Advisor in Philanthropy®

With a pioneering spirit, more than three decades of experience and a uniquely conscientious approach to wealth management, Scott leads CD Wealth Management with the belief that the interests of his clients always come first.

Ilona Friedman

Chief Executive Officer
CERTIFIED FINANCIAL PLANNER®
Certified Divorce Financial Analyst™

Ilona brings a unique blend of strategic leadership, deep financial expertise and a profoundly personal approach to client care. Known for her commitment to excellent service, Ilona oversees the firm’s operations, driving its mission to provide exceptional wealth management.

Andy Dropkin

Chief Investment Officer
CERTIFIED FINANCIAL PLANNER®
Certified Private Wealth Advisor
Chartered Advisor in Philanthropy®

Andy provides strategic oversight of the firm’s investment operations. He takes a forward-looking, data-driven approach to market analysis, helping clients navigate their decisions with clarity, rather than with emotion.

Kelley Followwell

Director of Client Service

Kelley assists CD Wealth’s clients with marketing, underwriting and policy service for all life, disability and long term care products. Kelley has been working with Scott Cohen in the financial and insurance industry since 1996.

Jenna-Wade Fowler

Senior Executive Assistant

Jenna-Wade supports CEO Ilona Friedman and Chief Investment Officer Andy Dropkin most closely, but like all members of the CD Wealth team, she is dedicated to giving each individual client the best-in-class service for which the company is known.

Alison Glasgow

Senior Underwriting/Case Design Specialist

Whether she’s preparing proposals, building strategies or developing creative coverage solutions, Alison helps clients navigate the underwriting process with ease. With great expertise and a commitment to customer service, Alison delivers a frictionless process for clients who are considering life insurance, disability insurance, long-term care and annuities.

Jules Nored

Senior Registered Client Service Associate

Jules’ career path is a testament to being adaptable and making meaningful connections. Inspired by CD Wealth’s warm, intentional approach to customer service, she looks out for clients’ interests and supports advisors as they prepare plans, building lasting relationships along the way.

LaToya Oshodi

Senior Registered Client Service Associate

With years of experience caring for clients and a degree in business and psychology, LaToya is well-prepared to help investors navigate both the emotional and the financial aspects of their wealth-management decisions.

Lucy Satterwhite

Wealth Advisor
CERTIFIED FINANCIAL PLANNER®

Lucy specializes in financial planning for young professionals, millennials, pre-retirees, and retirees. She provides financial consulting to families, corporate executives, and entrepreneurs — analyzing clients’ full financial picture to understand their needs, goals, and objectives.

Margaret Walker

Director of Human Resources and Office Manager

With decades of experience in team leadership and employee benefits management, Margaret helps set a high standard for the company culture at CD Wealth Management, building programming that helps our colleagues bring out the best in one another.

Crystal Wasta

Director of Investment Operations

With a background in both annuities and wealth management — and a variety of interests outside of finance — Crystal brings valuable experience to the CD Wealth Management team. She serves as an excellent resource to the team on industry updates and their impact on clients.

Meet the CD Wealth Management Team