Our Team
Neptune Beach, Florida
Senior Portfolio Manager
Senior Portfolio Manager Don Davey is the first and only four-time First Team Academic All-American in NCAA history. After graduating with honors with both Bachelor’s and Master’s Degrees in Mechanical Engineering from the University of Wisconsin, Don went on to play for nine seasons in the NFL with the Green Bay Packers and Jacksonville Jaguars. During his NFL career, he relied upon his extensive background in statistics to develop the firm’s philosophy of Portfolio Engineering. Don launched DEM in July of 1998 in response to requests from investors seeking a systematic approach to investing.
Don and his wife Kristen live in Atlantic Beach, Florida, and have five daughters Livy, Carly, Kuki, Chloe, and Kasey. He is an avid triathlete and has completed 13 IRONMAN® distance triathlons.
Operations and Compliance Officer
Brett Richardson holds a degree in Finance from Florida State University and has served as DEM’s Operations Manager for the past 17 years. Prior to joining DEM, Brett worked as an accountant for both Bing & Associates and The LBA Group. He lives in Jacksonville with his wife Molly, two daughters Isabella and Isla, and enjoys hunting, fishing, and golf.
DEM Corporate Controller
Sarah Callaway serves as DEM’s Corporate Controller. She has a Business Finance degree as well as an MBA from the University of Phoenix. Before joining the DEM team, she proudly served the United States Navy as a Sonar Technician as well as worked two years at the New York Times winning the coveted Star Award. She lives in Jacksonville with her husband, daughter, and chocolate lab, Blueberry. On the weekends, she enjoys going to the beach, playing with her daughter in the park, and Sudoku puzzles.
Accounting Assistant
Jessica Shores is an accounting assistant with DEM. She served in the US Navy for 24 years as a Hospital Corpsman and retired as a Senior Chief. She currently lives in Jacksonville with her 2 children. She enjoys traveling, reading, and enjoying Florda weather.
Operations & Compliance Manager
Gabbie Herman joined the DEM Team in 2024 to serve as the Operation and Compliance Manager. She has a Bachelor of Arts degree in Sociology from the University of Mississippi (Hotty Toddy!). Her professional background includes administration, entrepreneurship, and consultation. After living abroad for several years, she came back to the US and started working as the Administrative Assistant at FSA Investment Group in Pensacola, FL. While there, she discovered her love of investments and passion for promoting financial literacy. She left that firm as the Operations and Compliance Manager and has moved to the Jacksonville Beach area. Gabbie enjoys trying new things, dancing in the rain, and Italian food.