Dennis Michels

Senior Vice President, Investments

Dennis graduated from the University of Michigan with a degree in Economics. He has also completed the Investment Counsel Program at the University Of Chicago Graduate School Of Business. 

Dennis has contributed to the Orlando Sentinel Business Section, the Orlando Business Journal, professional trade publications and has been quoted in USA Today. Dennis regularly speaks to professional groups on the topics of the economy, finance and investments. Dennis is regularly called upon by television stations to provide his insight into changing economic conditions and he is active in many professional organizations including the Florida Institute of Certified Public Accountants where he is one of the editors of their Central Florida newsletter.

Dennis became involved in financial planning by necessity. His father died suddenly and left his mother with few assets and no experience in managing investments. Soon after his brother in law died suddenly, leaving behind a wife and 4 children. His sister had substantial assets but no knowledge of how to manage them. These family challenges made Dennis realize in a personal way the value of sound financial advice. This experience led him to earn his CERTIFIED FINANCIAL PLANNER™ certification. Since then he has endeavored to provide the best, unbiased advice he can to his clients. As a CERTIFIED FINANCIAL PLANNER™ professional, Dennis always places the interests of his clients ahead of his own.

Dennis provides investment management and financial planning services primarily to families and business owners. Those who seek to work with Dennis usually have $1 million or more in investable assets. He manages the assets of his clients primarily on a fee basis.

Dennis is very involved with a number of missionary organizations and enjoys spending time with his wife of 17 years, Anne. Dennis is also an avid reader. He especially enjoys history books.

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.