Your Trusted Team.
"Our team combines diverse skillsets – including investments, legal, tax and business strategy. When we offer advice, it takes each of these perspectives into consideration. For our clients, this translates into less time and energy spent coordinating advisors and deciphering differing perspectives."
Denver S. Gilliand JD, LL.M.
Chief Executive & Investment Officer
Denver is the chief executive and investment officer at DSG Advisors. With a diverse background in investment management, estate planning and financial management, Denver brings 25 years of experience in financial services to his clients.
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Klair Reese, CPA
Director | Family Office Services
Klair Reese leads Family Office Services at DSG Advisors. With over 20 years of accounting, audit and tax experience, she understands the importance of knowing your client.
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Cynthia K. Slater
Director | Client Engagement
Cynthia Slater leads Client Engagement at DSG Advisors. She has spent the majority of her career in the financial services industry working with a diverse constituency of clients. Whether an individual or an institution, Cynthia enjoys getting to know clients and building enduring relationships.
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Tracey Eichten
Manager | Family Office and Foundation Services
At DSG Advisors, Tracey supports client services, assists with tax services, bill pay and bookkeeping using QuickBooks, and is launching our private foundation support services for families with private foundations needing additional administrative support.
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Craig McPherson
Relationship Manager
Craig brings 27 years of experience as a Commercial Airline Pilot to his role as Relationship Manager for DSG Advisors. Craig has served in many roles in aviation including Captain, Line Check Airman, Initial Cadre Pilot, MEC training Chairman and Simulator Instructor.
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Jack Bridgeman
Analyst | Investments Team
Jack is on our Investments Team at DSG Advisors. Jack develops & refines our quantitative investment models and works with our investments team to establish economic forecasts that guide strategic equity allocation.
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Ryan O'Rourke
Analyst | Investments Team
Ryan currently serves as an Investment Analyst at DSG Advisors. Ryan develops financial models to forecast growth and profitability opportunities for publicly traded stocks. As an analyst, Ryan also reviews client accounts daily to determine if either allocation or performance metrics need to be realigned so that client investment goals are being met..
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Carrie Ackley
Client Service Associate
Carrie Ackley joined our team at DSG Advisors in 2022 as a Client Services Associate. Carrie is dedicated to providing great client communication while striving for smooth process of account related services. She enjoys building relationships with clients and providing them with excellent service.
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Brian Sarvela
Operations Associate
Brian Sarvela joined DSG Advisors in 2023 as an operations associate. Brian is dedicated to making sure the day-to-day operations run smoothly, and crafting new and different processes the team can use to maximize efficiency. Brian has a passion for back-office work and enjoys collaborating amongst the team to provide the best service for our clients.
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