Dennis is a financial professional passionate about helping others achieve fiscal success through financial literacy. He utilizes a holistic planning process, with comprehensive resources at his side, to educate, motivate and inspire his clients to take action regarding their financial future.
Dennis focuses on working with Fortune 500 executives, consultants and families. By conducting a thorough analysis based on needs and desires, he develops comprehensive and customized strategies designed to help his clients effectively accumulate, distribute, protect and transfer their assets in the most tax efficient manner possible.
Dennis believes in Karr Barth’s noble purpose; “making a difference in the lives of others”. He is passionate and committed to serving the growing demand for financial advice within our communities and being a mentor and leader to a team of dedicated financial professionals.
Dennis resides in Philadelphia, PA. In his spare time, he enjoys spending time on the water; fishing, crabbing and boating. He is also an avid Philly sports fan.