Our Team

The People Behind the Magic

With more than 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
Certified Financial Planner™
Certified Fund Specialist
Chartered Advisor in Philanthropy®

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.

Read More
Andy Dropkin
Principal, Managing Director, Chief Investment Officer
Certified Financial Planner™
Certified Private Wealth Advisor
Chartered Advisor in Philanthropy®

Andy operates with the belief that trust, communication and superior customer service are the foundation of success at our firm. Andy’s broad range of experience allows him the vision and perspective to see the big picture from many different financial angles.

Read More
Ilona Friedman
Principal, Managing Director, Chief Wealth Management Officer
Certified Financial Planner™
Certified Divorce Financial Analyst™

Ilona specializes in comprehensive financial planning with a focus on working with people whose lives are in transition, including divorcees, widows and widowers. She also excels in her work with multigenerational families to ensure that the transition of their wealth is built on a solid foundation and that their legacy is expertly protected for generations to come.

Read More
Kelley Followwell
Director of Client Service
Insurance Specialist

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.

Read More
Alison Glasgow
Senior Insurance 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.

Read More
Shirley Ho
Senior Registered Client Service Specialist

Shirley helps clients with onboarding and money movement, and she expertly answers any questions about their accounts. She lived in China, Australia and Singapore before making her way to Texas, and she’s fluent in Cantonese and Mandarin. Shirley brings almost two decades of transparent, detail-oriented client service to her role at CD Wealth Management.

Read More
Crystal LaFollette
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.

Read More
Lucy Satterwhite
Senior Registered Client Service Specialist

Lucy assists clients with all their service needs and trade requests. She has experience as a financial analyst in the nonprofit sector, and she has worked in financial services in the private sector as well. She is dedicated to delivering best-in-class service for every client she meets.

Read More
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.

Read More
Brett Wilson
Senior Registered Client Service Specialist

Brett supports clients and colleagues with financial transactions and regular reporting, along with any other needs that arise. He has financial services experience in brokerage operations and as a senior client associate. He’s committed to extending CD Wealth’s trademark excellence in client service — delivering wealth planning that transforms clients’ lives.

Read More