Focus

Dennis helps inspire individuals, business owners and corporations to prepare for the road ahead. Everyone has goals they want to achieve for themselves, their families and or their valuable employees. This shouldn't be a stressful process. He works collaboratively with his clients to help design a plan for their financial future.

Background & experience

With over 27 years of experience as a Financial Advisor, Dennis works with his clients, providing investment advice, retirement planning or defining an investment planning strategy to help envision their future and designs strategies to align with that vision.

Dennis has earned the CFP^® certification which includes demonstrating skill in analyzing and developing personal long-term financial strategies, insurance planning and risk management, and retirement income planning. To earn his CFP^® professional certification, he completed hundreds of hours of rigorous coursework and examinations, agreed to adhere to high standards of ethical conduct and complete CFP Board’s biennial ongoing certification requirements.


Licensure & Education

B.S. Finance, Penn State University

FINRA Series 7 and Series 63 registrations

Life and Health Insurance Licensed


Away from the office

Dennis and his wife Liz Anne, live in Montgomery County with their three boys, Patrick, Michael, and Mathew. He enjoys spending time with his family, trying local restaurants with friends, working out, music, playing bass guitar and reading history.


CA Insurance License 0K87324. Resident State PA.

Focus

Each client has a unique set of circumstances, and Michael's goal is to provide service tailored to each individual and family. As a Registered Client Associate, he uses his natural ability to connect with people to foster relationships with clients to answer questions, address service items and confirm the team has the  information needed to create customized investment plans to help meet clients' goals.


Background & Education

Michael earned his B.S. Degree in Business Management from Penn State University. He began his career in financial services at Essent Mortgage Insurance Company and then at Vanguard before joining his father's financial advisory practice.

Growing up, Michael saw first hand how important and rewarding it is to work with clients planning their investments to help address each of the opportunities and challenges clients face throughout their lives.  

Michael’s responsibilities include handling the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing transfers and answering questions, managing the eMoney planning tool to keep client plans up to date and other service related items.

Michael maintains the FINRA Series 7 registration.


Away from the office

On the personal side, Michael enjoys sports, the outdoors and loves to play golf with friends and snowboard in the winter.