A passion for teaching others
Dennis is driven to combine his passion for teaching others with finance and investing. Prior to his career as a financial professional, he spent more than 30 years ministering to and teaching young people in Catholic parishes and schools, as well as many years owning and managing a summer landscaping business.
Dennis takes a service-oriented, comprehensive approach to his work as a financial advisor. His overall goal through his work is to help people pursue their financial goals, prepare for retirement, and identify investments that align with their specific needs.
Education
Dennis has a Master’s degree in Theology/Theological Studies from the University of Dayton.
Registrations
Dennis earned the Accredited Asset Management Specialist™, Accredited Wealth Management Advisor™, and Chartered Retirement Planning Counselor™ designations from The College for Financial Planning. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses.
Personal
Dennis is married to his lifelong wife, Lisa, and has three children, Jonah, Marina, and Evan. When he’s not busy with his career, Dennis enjoys camping, kayaking, biking, hiking, and rooting for his favorite teams, especially the Dayton Flyers and Cincinnati Bengals.
