Team Members
Terri McGray, CFP®, AIF®
President | Wealth Advisor
(805) 601-7024
terri@longevitycapitalmgmt.com
Terri McGray, CFP®, AIF®, works with professionals navigating the transition from accumulation to retirement, where investment decisions must be coordinated with income needs, longevity considerations, taxes, and major life transitions...
Randall Cohen
Director of ERISA Services
Randall@longevitycapitalmgmt.com
Working with plan sponsors to help them achieve their retirement plan goals while providing the peace of mind that comes from a fiduciary standard of loyalty and care, Randall Cohen provides the specialized knowledge and tools to help...
Deirdre Witter, CFA®
Associate Director, Portfolio Management
Deirdre@longevitycapitalmgmt.com
Deirdre Witter plays a central role in shaping portfolio strategy across accumulation, transition, and income phases. Her work focuses on building portfolios that can absorb market stress while maintaining purchasing power, flexibility...
Ken Dawson
Associate Director, Financial Planning
Ken Dawson works with individuals facing major financial decisions, particularly as they move into retirement where complexity is increasing and one decision can shape the entire financial picture.
He entered the financial planning....
Dané Gilliland
Sr Client Service and Operations Manager
Dané Gilliland plays a critical role in translating each client’s financial plan into precise, real-world execution, taking personal responsibility for the operational integrity behind it. She advocates for clients, oversees...