About Us

Our Team

Dallas skyline during sunset

Our Team

The People Behind the Magic

With over 100 years of combined experience, the CD Wealth Management team is a dynamic group of highly motivated individuals sharing a passion for their work and a commitment to you to provide outstanding service in every way possible.

Scott R. Cohen
Principal, Founder, CEO of CD Wealth Management

Scott leads the firm with the belief that the interest of his clients always comes first. Scott specializes in financial consulting for individuals, not-for-profits and privately held companies, with an emphasis on asset management, estate planning and retirement planning.

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Andy Dropkin
Managing Director, Chief Investment Officer

Andy leads the company with the belief that trust, communication and superior customer service are the foundation of a successful wealth services firm. Andy’s broad range of experience allows him the vision and perspective to see the big picture from many different financial angles.

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Ilona Friedman
Managing Director, Chief Operating Officer

Ilona specializes in comprehensive financial planning with a focus on working with women, and people in transition. She enjoys organizing clients financially to create a clear path going forward so they are wholly educated about their financial decisions.

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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 began her career with Waldman Bros in 1996 and has been working with Scott in the financial and insurance industry ever since.

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Alison Glasgow
Underwriting / Case Design Specialist

As an Underwriting/Case Design Specialist, Alison enjoys going above and beyond to assist each individualized client’s needs, preparing proposals for prospective and current clients and leveraging her extensive product knowledge to develop competitive strategies, designs and solutions.

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Crystal LaFollette
Registered Client Service Associate

With a background in both annuities and wealth management, Crystal brings valuable experience to CD Wealth Management. Beginning her career at a national financial services and insurance company in Iowa, Crystal was a nationwide customer service award winner.

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LaToya Oshodi
Registered Client Service Associate

LaToya Oshodi is a licensed investment professional who has more than 15 years of customer service experience and offers a high degree of dedication, resourcefulness, and professionalism.

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