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 BS degree in finance and management, he is registered through LPL Financial with a Series 7 (General Securities) Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent State Law), holds a life and health insurance license and is a Certified Financial Planner ™ (CFP®). [1]
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.
[1] The CFP® designation, awarded by the Certified Financial Planner Board of Standards, certifies that Dennis has met the CFP Board’s educational, experience, ethical and examination requirements. The rigorous exam covers: Professional Conduct and Regulations, General Principles of Financial Planning, Risk Management and Insurance Planning, Investment Planning, Tax Planning, Retirement Savings and Income Planning and Psychology of Financial Planning.
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