Our Team | CD Wealth Management

Scott R. Cohen

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.

Andy Dropkin

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.

Ilona Friedman

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.

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.

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.

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

Senior Wealth Management 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.

Michelle Solt

Senior Registered Client Service Specialist

In her work at CD Wealth Management, Michelle supports clients and colleagues alike with a range of services, including executing financial transactions and answering clients’ questions about accounts, money movements and beyond.

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