A Charlotte native, Dennis received his B.S. degree in Commerce from Washington & Lee University and an MBA from Emory University. Dennis has over five years experience in public accounting and has been with Consolidated Planning for over 25 years, during 16 of which he served as the firm’s Chief Financial Officer and Chief Operating Officer. Dennis is active in the community, having served on the boards of The Harris Family YMCA and Hope For At-Risk Children, and the Administrative Board at Myers Park United Methodist Church. Dennis and his wife, Janet, have been married for over 35 years and have four children and two grandchildren.
Through his Strategic Prosperity™ Process, Dennis helps his clients set and achieve financial goals and enjoy greater financial confidence. His clients include professionals in the business community such as CPA’s and attorneys as well as entrepreneurs and other professionals.
Registered Representative and Financial Advisor of Park Avenue Securities LLC Financial Representative of Guardian.