Over a career spanning more than three decades, Denise has served as a strong advocate for her clients, always making their financial well-being a top priority. She provides wealth transition strategies, financial and estate planning, and portfolio management for executives, business owners, doctors and families, as well as endowments and foundations.
As a CERTIFIED FINANCIAL PLANNER™ professional, she has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
Before joining Raymond James in 2020, Denise held positions at David A. Noyes & Company, Wachovia Securities, A.G. Edwards & Sons, and Merrill Lynch. She earned an MBA in Finance and Accounting from Boston University, and a Bachelor’s Degree in Marketing from Indiana University.
She has conducted several client and public educational workshops in the Indianapolis area and has written articles for local publications on financial, estate and charitable planning. Denise has completed courses at the Lilly Family School of Philanthropy.
Active in serving her community, Denise is a current/past board member with the Stanley K. Lacy Leadership Alumni, Summit Performance, Arts for Learning (board chair), Russian Ballet Academy of Indiana, Indianapolis Museum of Art (Young Friends of Art – board chair), Planned Giving Group of Indiana, and Network of Women in Business (board chair). She is currently a member of the Columbia Club and Woodstock Club.
Denise was born in Heidelberg, Germany, while her father and mother served in the U.S. Army.
She lives on the north side with her son, Ethan, and her cocker spaniel, Sonny. In her free time, she enjoys traveling, cooking and photography.
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.
Raymond James is not affiliated with the above organizations and/or charitable causes.