• David Dennerll, CFP®

    Senior Vice President, Investments

Dave Dennerll specializes in helping retirement-minded individuals approach their new life with optimism, confidence and security.

Dave has more than 17 years of experience successfully guiding clients to and through retirement. He believes today’s retiree’s face a daunting task as they transition from the relatively simple phase of accumulating assets to the much more complex, higher-risk phase of drawing cash from their retirement accounts. Dave uses his four-step Retire with Confidence process to craft durable retirement strategies that allow his clients to approach retirement with a sense of optimism and enjoy retirement with confidence. His custom portfolios are built specifically to hedge against large market drawdowns while delivering a life sustaining three decade stream of retirement income. Dave regularly shares his retirement knowledge through a variety of channels including public speaking, social media and the popular Money Side Up breakfast series.

Retirement Advisory Services

  • Retirement Readiness Analysis
  • Portfolio Risk Analysis
  • 401k/Pension Plan Optimization
  • Retirement Income Planning
  • Social Security Optimization
  • Custom Portfolio Management
  • Retirement Education Presentations
  • Money Side Up Education Events

Education, Specialized Training and Registrations

  • Investment Management Consultant
  • IIMC Portfolio Managers Symposium (2013, 2014, 2015, 2017)
  • Series 7, 66
  • Licensed Insurance Agent – Life, Accident, Health, Variable
  • Bachelor of Science, Engineering – Western Michigan University

Dave lives in Terrace Park, Ohio with his wife Lisa and children Bobby and Angelina. When not in the office, he enjoys cycling, coaching youth soccer and playing golf.  Dave is currently serves as President of the Downtown Cincinnati Lions Club.    

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.