Dennis is dedicated to managing and preserving wealth for you and your family. His goal is to build a valued relationship with you by thoroughly understanding your needs, wants, and wishes. He will then carefully craft a wealth management plan to help you meet your realistic goals with the financial resources you have available, combined with the resources available through Raymond James.
As a CERTIFIED FINANCIAL PLANNER™ professional, Dennis believes that the most successful wealth management plan is comprised of two elements. First, the plan should be comprehensive in nature, taking into consideration all financial aspects of the client’s life – including retirement planning, estate planning, education funding, insurance planning, and any other individualized needs. Second, the plan should be solution-focused, delivered to the client with constant personal attention and commitment.
Originally from Memphis, Tennessee, Dennis attended Memphis State University before moving to Florida in 1975. Dennis has been involved in various community and civic organizations over the years and is an active member of his church. Although Dennis previously held a private pilots license, he currently is an avid RV enthusiast with a class A motorhome which him and his wife, Kim, enjoy traveling in around the country. Dennis and Kim are also avid golfers and enjoy playing courses locally, domestically, and internationally. They also enjoy a variety of sports and attend sporting events whenever possible. Locally, they support the Tampa Bay Buccaneers and the South Florida Bulls.
Raymond James Longevity Advisory Board Member
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.