Denny is one of the original founders of the company and has 53 years of experience in the financial services industry. He currently holds his Series 7 and Series 63 FINRA Licenses as well as his Life Insurance License. A few years after getting started in the insurance business, Denny decided to set his focus on helping his clients with their investment portfolios and planning for their retirement.
Using his extensive knowledge of the industry, Denny provides his clients with a personalized investment approach. His main area of focus is working with business owners and individual families to help them develop an overall wealth management and retirement strategy, while placing a large emphasis on taxes and estate planning analysis.
Denny was a member of the United States Army serving in Vietnam. His son Matt, followed his footsteps and also became a Financial Advisor. He has over 27 years of experience and lives with his wife and children in Florida.
He and his wife, Deb, live in Ft. Wayne and are very active at The Chapel serving on mission trips, Emmaus Walks and Discipleship Walks since 1989, and is currently serving through the Stephen Ministry. Denny also enjoys running and working out in his spare time.