Dennis is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience in financial management. His experience spans corporate, personal, and small business investment planning and tax advising.
Dennis’s time helping clients navigate the ’07-’08 Financial Crisis allowed him to become deeply familiar with economic and market cycles. He uses this experience today to provide personalized guidance, create custom strategies, and deploy capital for individuals and families.
Dennis holds an Executive MBA from Boston University and earned a B.S. in Accounting from Bentley University. He has also taught graduate-level finance courses for Boston University’s MBA program.
After a distinguished career spanning more than three decades, Dennis is transitioning into retirement through 2026–2027. He remains fully committed to his clients during this period, ensuring a thoughtful and seamless transition.
Dennis resides in Winchester with his wife, Kathy.
