Team

Working with our broker-dealer, American Portfolios Financial Services (APFS) and having our offices located in the APFS headquarters gives both me and my personal team direct access to a larger comprehensive team of professionals who provide DGR Wealth with exceptional day to day operational support.

David Rey

Independent Advisor Representative

David@dgrwealth.com

With over 33 years of experience in the financial services industry, David Rey helps families and small businesses work towards growing and preserving their wealth. As one of the original advisors at American Portfolios Financial...

Edith Wolfe

Assistant

Edith@dgrwealth.com

As an integral part of the financial practice, Edith has been in the financial services industry for over 30 years. She has extensive knowledge of systems & technology. With her friendly and competent role in account...