Our Team

Offering an exceptional client experience doesn’t happen by chance. We’ve assembled, mentored and trained a group of dedicated and well-credentialed professionals focused on serving client needs.

Executive Leadership

FOUNDER / CEO

CHIEF FINANCIAL OFFICER

Advisors and Associates
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SENIOR FINANCIAL ADVISOR / 
MANAGING DIRECTOR,
FIDUCIARY PLAN SOLUTIONS 

SENIOR FINANCIAL ADVISOR /

MANAGING DIRECTOR,
GREAT LAKES REGION

SENIOR FINANCIAL ADVISOR

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FINANCIAL ADVISOR

FINANCIAL ADVISOR

Client Support

CLIENT SERVICE ASSOCIATE

CLIENT SERVICE ASSOCIATE

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CLIENT SERVICE ASSOCIATE

Interested in joining our team? Contact Michael Aroesty

maroesty@dbroot.com

In-House Specialists

DBR STOCK PORTFOLIO MANAGER

TAX AND ACCOUNTING SPECIALIST

MARKETING SERVICES

DBR & CO Strategic Partners

Charles Schwab

DBR & CO has partnered with Charles Schwab to hold your investments. Charles Schwab has provided custodial services to more than 7,000 independent financial advisors for more than 30 years.

 

We want you to have the highest level of confidence in DBR & CO to manage your money. And securing it within Charles Schwab’s platform makes access to the latest technology easy whether it’s opening an account, moving money or accessing account information. As our custodian, Schwab also provides one of the industry’s most secure platforms designed to keep your personal and financial information safe.

Dynasty Financial Partners

As an independent RIA, DBR & CO could not have a better operating platform partner for our clients than Dynasty Financial Partners. In terms of innovation, technology and industry knowledge, they have set the pace in the new world of wealth management. With a focus on the end user-our clients, Dynasty continues to introduce efficiencies and capabilities that help us stay ahead of the curve in serving our clients.

Hedgeye Risk Management

A true pioneer in the investment research business, Hedgeye and its CEO Keith McCullough have proven to be a must-have resource for many of the top money managers in the country. DBR & CO was one of their first clients, and the relationship continues to grow stronger.

Learn more about the DBR & CO approach

To learn more about the DBR & CO approach, contact DBR & CO CEO David Root

d.rootjr@dbroot.com   888.227.0913

Where to find us:

MID-ATLANTIC REGION

 

436 Seventh Avenue, Suite 2800

Pittsburgh, PA 15219-1818

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Phone: 412.227.2800

Toll Free: 888.227.0913

Fax: 412.227.2805

GREAT LAKES REGION

 

811 Madison Ave, 7th Floor

Toledo, OH 43604

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Phone: 419.574.9399

Toll Free: 888.227.0913

Fax: 419.574.9356

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