1945 Old Gallows Road Suite 505 Vienna , VA 22182

703.288.0500

Dennis is a financial advisor in Savant’s Vienna, VA office. He specializes in working with clients who are preparing for retirement, with a focus on the tax planning aspect of their retirement roadmap.

Dennis is an Accredited Investment Fiduciary® (AIF®). He has been involved in the financial services industry since 2003 and founded and served as principal advisor for his own advice-only RIA. He also spent 15 years in IT consulting and the computer software industry, where he led large teams of up to 80 consultants.

Dennis earned a bachelor of science degree in finance from the University of Northern Colorado and a master of arts (MA) degree in economics from American University. He completed his certificate in financial planning from the University of Georgia.

Dennis is married and has two children. He enjoys woodworking.

Articles &
Media

When the Numbers Say You’re Fine, But It Still Doesn’t Feel That Way

Permission to Spend: Using Permission Buckets to Overcome a Scarcity Mindset

The Surprising Truth About Spending: How to Use Your Wealth to Boost Happiness

Beyond Index Funds: Advanced Strategies for High-Net-Worth Investors

The FIRE Movement Redefined: Lessons on Money, Purpose, and Happiness

How Recent Federal Funding Cuts May Impact Your Retirement Outlook

Education &
Designations

University of Northern Colorado
Bachelor of Science in Finance
American University
Master of Arts (MA) in Economics
Accredited Investment Fiduciary® (AIF®)
Financial Planning certificate

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