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Meet the Owners

Mary Dorn Ph.D., MBA

Mary began her financial career working for a national bank as an operations officer and personal banker. After obtaining her insurance and securities licensees she began working for the CDS Group as a financial advisor. She purchased the company in 1997 and added income tax preparation, bookkeeping, and financial planning to the menu of financial services being offered by the company.

Mary received her Ph.D. in Personal Financial Planning from the University of Missouri – Columbia and her MBA from the University of Missouri- St. Louis

Aaron Dickey – Partner

Aaron graduated from Eastern Illinois University in 2005 with a bachelor degree in both sociology and business administration. He continued his studies in sociology at the University of Missouri – Saint Louis earning an MA in the discipline in 2007. Aaron has extensive experience working with many diverse small businesses to help them navigate the changing tides of their business cycle.