Louis Hughes is a CFP® professional with 28 years of industry experience. He has worked with Dovetail Wealth Management, LLC since 2018 and previously spent 20 years at Investment Centers of America, Inc. Hughes serves as a board member of both the Temple College at Taylor Foundation and City National Bank. Dovetail Wealth Management serves individual, trust, retirement plan, and business clients with portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a model-driven approach combining fundamental and technical analysis, asset allocation, and third-party manager selections to manage approximately $333 million for about 857 clients.

Mary Yi is a financial advisor at Dovetail Wealth Management, LLC with one year of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and SHB&C, LLC. Yi also serves as a wealth manager in non-variable insurance activities on a limited basis. Dovetail Wealth Management serves individuals, trusts, retirement plans, and business entities through portfolio management, financial planning, and retirement-plan consulting. The firm uses a process that combines client discovery with model-driven strategies and third-party manager selections, employing asset allocation, fundamental and technical analysis, and periodic rebalancing.

Michael De Rosa is a financial advisor at Dovetail Wealth Management, LLC with 24 years of industry experience. He has held roles at My Legacy Advisors, LLC and SII Investments, Inc., and has also worked as a self-employed advisor. De Rosa holds a Series 63 designation and is a public notary. Dovetail Wealth Management serves individuals, trusts, retirement plans, and business entities by providing portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a combination of individualized portfolio construction, model-driven strategies, and third-party manager selections, managing approximately $333 million for about 857 clients with a team of three advisors.