Our Team

After rising in the ranks in global manufacturing, in 2006 Dennis decided to pursue his dream of providing financial planning services to others. Dennis believes in life-long learning and in addition to a degree in finance and management, he is registered through LPL Financial with a Series 7 (National Securities) Series 24 (Registered Principal), Series 63 (State Securities) and holds a life and health insurance license. Dennis has earned his certificate as a Certified Financial Planner and Chartered Retirement Planning Counselor (CRPC conferred by College for Financial Planning) and is a Certified Financial Planner.™

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Dennis married his high school sweetheart, Bobbi. They have two children and five grandchildren. Dennis and Bobbi enjoy bicycling and are involved with their church and various service organizations. Dennis is a member of the Maumee Chamber of Commerce and Maumee Rotary.