Since 1996, Dennis has been empowering individuals and business owners to navigate the complexities of financial planning with a focus on retirement readiness, wealth preservation, and financial security. As a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary® (AIF®), Dennis blends technical expertise with a deep personal commitment to helping clients achieve clarity and confidence in their financial lives.
Dennis’s mission is to simplify financial planning, enabling clients to safeguard their quality of life and establish meaningful legacies. His tailored strategies encompass retirement income planning, investment management, tax efficiency, and estate planning, ensuring every client’s unique needs are met.
As a passionate educator and thought leader, Dennis frequently shares his expertise at schools, colleges, private companies, and professional events. His insights have been featured in esteemed publications such as CNBC.com, Kiplinger, OnWallStreet, and FinancialPlanning.com, positioning him as a trusted resource for retirees and pre-retirees across the nation.
Dennis earned his degree in Finance from the State University of New York and holds a Wharton Retirement Program certificate from the Wharton School of Finance at the University of Pennsylvania. He has also engaged in advanced discussions on behavioral finance and modern portfolio theory at the Harvard Faculty Club.
Beyond his professional achievements, Dennis is deeply committed to his family and his community. He takes immense pride in his daughter Alexandria, who is completing her Nurse Practitioner degree, and his son Jacob, who is pursuing a career in financial planning with aspirations of continuing the family legacy.
When not guiding clients toward financial confidence, Dennis enjoys life as an avid outdoorsman, often found golfing, fishing, biking, or exploring nature. He and his wife, Jennifer, now “empty nesters,” are embarking on new adventures together as they travel to all 50 states, creating memories to last a lifetime.
Hometown: Marcy, NY
Favorite Movie: Goodwill Hunting
Ideal Dinner Guest: Jennifer, Alexandria, Jacob & Edward Kinney (my Great Grandfather – my best friend whom my children were not able to meet).
Qualities I Admire in People: Humility, Honesty, Gratitude, and Sense of Humor
Words to Live By: “We cannot solve our problems with the same thinking we used when we created them.” – Albert Einstein