A Registered Representative and Investment Advisor Representative with an MBA and years of practical experience in a variety of financial positions assists his clients with their financial issues by using proven strategies backed by professional research.
Dennis has experience in a variety of industries – banking, thrift and insurance in addition to his financial practice. He earned his B.A. from Ohio Wesleyan University and completed his M.B.A with a concentration in finance while attending both the University of Pittsburgh and Cleveland State University. His financial background has been enriched by studying for and passing the Series 6, 63 and 65 securities licensing exams and earning the CFS (Certified Funds Specialist) designation from the Institute of Business and Finance. Additionally he is insurance licensed for life, health, disability, long term care and property & casualty.
Outside of his business, Dennis has been the President of The Pittsburgh Executive Association, an Alumni Trustee at Ohio Wesleyan University, past President of the Franklin Regional Boys Basketball Boosters and a baseball, basketball and soccer coach for several years with the Franklin Regional Athletic Association.