Dennis is an Investment Adviser Representative with more then 25 years of experience. He views himself as an educator and a listner when it comes to the areas of capital management, risk management, debt management and estate planning. His relaxed style, combined with his sense of humor, makes him easy to work with. Dennis has appeared on TV providing specialized guidance on various topics of financial planning and estate planning and understands the importance of customized solutions for each person. His passion for strategic investment planning fuels his desire to help his clients lead the life they want to lead.
Dennis obtained his Master's degree in Financial Services, and the Chartered Financial Consultant Desigation from The American College. He has also earned the Accredited Estate Planner Designation through the National Association of Estate Planners & Councils. Dennis has served as the Chapter President of the Society of Financial Awareness and presantly is the President of The Eastern Berks Chapter of Professional Referral Exchange. He helps residents in Reading and Berks strive to achieve their financial dreams.
After Dennis helps clients with their wealth management, he usually plays one of his guitars. Either his 1979 25th Anniversary Fender Stratocaster, Paul Reed Smith (PRS), or his Martin Acoustic.
