Dennis is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ practitioner who, in addition to personal financial planning, also specializes in 401(k) plan design, implementation, service and monitoring. He provides a comprehensive and client-centered approach to serving the needs of company retirement plan sponsors and plan participants.
Prior to joining the firm in February 2000, Dennis was co-founding partner of a national physician practice management and business services firm. While there, he worked as the company’s partner in charge of financial management services to radiology and anesthesiology groups and imaging centers. Earlier in his career, he worked as a Certified Public Accountant and auditor with an international public accounting firm. Prior to college, he spent two years in the Japanese cities of Tokyo, Nagano and Niigata, providing volunteer mission service to newly planted churches, followed by a four-year consulting staff position at The Japan Center of Tennessee. While there, Dennis worked on projects designed to strengthen community relationships with Japanese industry throughout the state of Tennessee as he finished business school.
Dennis studied business and economics at the University of Tennessee at Chattanooga, and earned a degree in accounting from Middle Tennessee State University. He holds Series 7, 9, 10 and 63 securities licenses.
During his work in Japan and subsequent college experience, it became apparent to Dennis that his gifts, abilities and interests aligned very well with the field of accounting, finance and later evolved to financial planning and advisory work. Dennis is an active member of the American Institute of Certified Public Accountants, the Tennessee Society of Certified Public Accountants and the Financial Planning Association. He also serves in several leadership and volunteer capacities in the local community.
Originally from Cleveland, Ohio, Dennis lives in Signal Mountain, Tennessee with his wife, Celeste. They have two children and two grandchildren. In his free time, Dennis enjoys travel, visiting family, reading, hiking, biking, and playing golf with his friends.
CPA services are not offered through or affiliated with Raymond James
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 does not provide tax or accounting services.
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