CFP® & CLU®
As Michigan’s financial advisor for professionals, Dennis goes to great lengths to develop a long-term relationship with each of his clients. He work closely with his clients throughout the year to help monitor investments, coach clients on how to stay on track, and serve as a guide through tough times. Dennis works as your financial advisor to provide wealth management services, insurance analysis and recommendations, and retirement income planning.
Serving others has always been a part of my life and career; I’d say I’m most motivated when I can use my background and knowledge to improve and enrich others’ lives. Having worked as a financial planner since 2008, I’ve helped both individuals and families in all stages of life, from professionals in miscellaneous careers to executives of large corporations to brand new investors. My education and experience gives me the confidence and foundation required for this business, as well as the conviction to have difficult conversations when necessary and the determination to work through tough times. From graduating Magna Cum Laude with my Bachelors Degree in finance from Eastern Michigan University to earning my CERTIFIED FINANCIAL PLANNER™ designation (CFP®) and Chartered Life Underwriter (CLU®) designations, I’ve made personal financial advice my purpose.
Dennis has spent his life in Southeastern Michigan, and has seen first-hand the difficulties that can come from this struggling economy — as well as the success stories that can happen through hard work and careful planning. He met and married his beautiful wife, Kristin, in Ferndale. As their family grew, they moved to Plymouth to be closer to their loved ones. They have two wonderful children, Evelyn & Henry, Evelyn was born in 2016 and Henry in 2018. Dennis enjoys family time, volunteer work around the community, cooking, handyman projects, and working on old cars.