Dennis graduated from the University of Memphis with a BBA. He has over 20 years of experience in the financial services and 11 year’s experience as a Compliance Options Analyst. In 2015, he was awarded the Robert Jones award of Service Excellence. He served as part of a business development team in 2017 serving during the Hurricane Irma to help ensure service to clients would not be interrupted. With an eye for detail, Dennis works well in an environment where accuracy is important, looking for required initials, signatures and dates, along with accompanying forms, disclosures, or documents. Dennis is comfortable working advisors and clients on service issues and solving problems. Dennis assists our financial advisor and clients with opening new accounts, IRA and 401(k) rollovers, beneficiary audits and updates to assure all client needs are met.
Dennis is married and enjoys spending time with family. He also enjoys reading and serving in his church.