Denise is a dedicated and experienced Investment & Wealth Advisor, committed to helping individuals and families secure their financial future. With a passion for finance and a strong belief in the power of financial literacy, she has built a career focused on providing expert financial guidance and tailored investment strategies to help her clients achieve their financial goals.
During her 17-year career in finance, Denise has taken on many roles. She leverages her in depth experience every day with clients and strongly believes that investment management and financial planning go hand in hand. In 2020 Denise became a certified financial planner which is the most prestigious planning designation and is recognized worldwide. Denise is a lifelong learner and continues to ensure she stays up to date on industry trends and the latest tools to ensure her clients are getting the best service and solutions.
Denise specializes in personalized financial planning, working closely with her clients to create comprehensive strategies that address their unique needs, whether it's retirement planning, investment management, or estate planning.
Denise takes pride in always putting her clients' best interests first. She understands that investment management and financial planning can be complex, and her mission is to simplify the process and empower her clients with the knowledge and tools they need to make informed choices. She believes in clear communication, ensuring that her clients understand the financial decisions they make together.
In her spare time, Denise likes to travel and golf, often at the same time, and she values time spent with family and loved ones including her 4 year-old Great Dane pup.
