Dennis is an LPL Investment Advisor Representative (IAR) which allows him to provide fee based asset management, hourly financial advice and flat fee financial planning services.
Dennis creates custom financial plans and is passionate proponent of the values based financial planning process as authored by Bill Bachrach. He specializes in assisting affluent individuals and business owners make smart choices about their money so they can work towards their goals for the reasons that are most important to them. This personalized process benchmarks where a client is now, creates the financial platform from the client’s perspective and a step by step plan of action for implementation. The goal is to help the client live life on purpose, to put their financial house in order and keep it there. To give every client a confidence that no matter what happens in the market, the economy or their life their financial plan will pursue their goals. My goal is to establish a plan of action to make life easier and run smoother by establishing strategies and identifying resources to overcome obstacles, I see my role as being a personal life coach that specializes in all things financial. I am happy to meet with prospective clients on a complimentary basis to prepare the client’s financial road map; this tool helps to put the client’s financial position into perspective and offers the opportunity during this first meeting to see if there is a fit between the client’s needs and our firm’s services.
Dennis has been an advisor with LPL Financial since 2006 and splits his time between offices in New Bern, NC and Golden, CO.
- B.B.A Degree, Accounting - Western Michigan University
- M.B.A Degree, Finance - Wayne State University
- Master of Taxation - University of Denver
On a personal note, Dennis has been married for 25 years to his wife Beatriz (who partners with him is his practice) and has a son Edward who is a graduate of Davidson College and presently working as a biochemist in Colorado. Dennis has been a CPA in public practice since 1980 and is licensed as a CPA in Colorado and North Carolina.
Western Wealth Advisors is a separate entity from LPL Financial.