DEM Neptune Beach, Florida
Senior Portfolio Manager Don Davey is the first and only four-time 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 unique philosophy of Portfolio Engineering. Don launched DEM in July of 1998 in response to requests from investors seeking to duplicate his disciplined approach.
Don and his wife Kristen live in Atlantic Beach, Florida with their five daughters Livy, Carly, Kuki, Chloe, and Kasey. He is an avid triathlete and has completed eight Ironman distance triathlons.
Brett Richardson serves as DEM's Operations and Compliance Officer. He earned his degree in Finance from Florida State University and is currently in the midst of earning his certification as a Chartered Financial Analyst. Prior to joining DEM, Brett worked as an accountant for both Bing & Associates and The LBA Group. He lives in Jacksonville and enjoys hunting, fishing, and golf.
As a CERTIFIED FINANCIAL PLANNER™ at Disciplined Equity Management, Inc., Lonnie Brooks prepares sophisticated financial plans using state of the art software for financial planning clients.
Lonnie Brooks and his wife Pat live in Ponte Vedra Beach and are the parents of two children. Meredith lives with her husband and two children in North Carolina. Jeff is a teacher and lives in Austin, Texas with his wife and daughter.
Brad Nortman serves as a Wealth Engineer for DEM, creating comprehensive financial plans and investment solutions to aid clients in achieving financial independence. Before joining DEM, Brad played six seasons in the NFL for the Carolina Panthers and the Jacksonville Jaguars. He earned his Bachelor’s Degree in Accounting from the University of Wisconsin while serving as the Badger’s punter for four seasons, including two Rose Bowls. Additionally, he earned his Master’s Degree in Finance from Indiana University, completed his educational certification in Financial Planning from Northwestern University, passed the Uniform Certified Public Accounting exam, and is currently pursuing his CERTIFIED FINANCIAL PLANNER™ certificate.
Brad and his wife Lexi live in Jacksonville Beach and enjoy working out, reading, playing golf, being active in their church, and spending time with family and friends.
Sarah Callaway serves as DEM’s Office Manager. 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 bulldog. On the weekends, she enjoys going to the beach, playing with her daughter in the park, and Sudoku puzzles.