For nearly twenty years, Dennis has helped pre-retirees, retirees, and business owners protect their assets and invest with premium on risk management strategies. He is licensed in the areas of securities and life insurance, and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Dennis maintains the CFP® designation after completing extensive coursework, meeting ethical standards, ongoing continuing education, and experience requirements.
Prior to his career in wealth growth and management, Dennis partially owned and operated a successful, third-generation family business. His financial talents played a key role in tripling the size of the business which is still active after 70 years of continuous operation.
He received his Bachelor of Science degree from Bryant University, a business-specialty institution. He maintains knowledge of the latest planning techniques and professional standards through professional continuing education.
He's been a guest on 660 AM MoneyWatch Radio Network to speak on financial topics such as retirement planning, and non-equity market related investment ideas for people who need income from their investment portfolios.
He is currently serving as the Treasurer of the Central Florida Rifle & Pistol Club, a large gun club in South East Orlando.
Dennis has lived in East Orlando since 1998 with his wife of over 30 years, and a Bluetick Coonhound mix named Bentley.