For two decades, Dennis has helped clients develop strategies to reach their financial goals.  Seeing clients and their families through many life events and being a part of their personal and financial success are passions that compel Dennis every day.  Dennis provides comprehensive investment planning and takes the time to examine every element of a client's financial life, including asset management, liability management, insurance, and estate planning strategies. Through trust and regular communication, a successful client/advisor relationship is created and maintained.

 

Dennis earned a Bachelor of Arts degree from Ohio Wesleyan University and obtained a Certificate of Financial Planning at Georgetown University.  Dennis has titles of Senior Vice President - Investments and Senior Fundamental Choice Portfolio Manager at Wells Fargo Advisors. In 2021, Dennis earned the distinction, The Platinum Council.  The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

 

 

Listening to his father's stories from his military days concerning exotic locales and far-flung cultures caused Dennis to have a burning desire to see the world.  Before embarking on a career in financial services, Dennis spent time working in Sahrawi refugee camps in the Western Sahara Desert, where he learned to connect with people of diverse backgrounds.  Now, Dennis resides a little closer to his roots, supporting various charities and volunteering in his community where he has served on various boards and committees, including the Calvert School Parents' Association.

Dennis adores his wife Van and three wonderful children Isabelle, Walker and Harper. Dennis spends much of his free time playing golf and carpooling his kids to various activities.

 

 

Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

 

Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.

 

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.