Dennis originally entered the “financial planning” industry because he thought that he could make a good living and create value. This is true; however, what he has discovered is that this career can truly make a difference in people’s lives. The world of finance can be complex due to conflicting opinions of ‘what you should do, what others are doing, or aren’t doing”. It often focuses on the products to be used. In his opinion, it’s working from the wrong end of any problem.
Dennis has been involved in the arena of wealth advisory since 1993 and works primarily with the management of client’s assets to meet accumulation, income, and wealth transfer goals and objectives. The tools available are extensive and powerful. These tools need to be aligned with the client’s visions and wishes; starting with this understanding and clarity and only after these concepts are fully understood will the tools be considered and, when appropriate implemented.
Dennis is very active in his church family. Dennis has been married to a beautiful woman since 1982 and has three children and two grandchildren that no father or grandfather could be prouder of. His hobbies include singing, reading, wood working, tinkering around the house and just spending time with family and loved ones.