Dennis founded the practice in 1980 after a career in law enforcement and corporate security. He has been advising clients for over 44 years. Dennis earned a Bachelor of Science degree from the University of Rochester in 1972. In addition, Dennis has earned the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning. Dennis is the senior portfolio manager of the firm; actively advising clients and managing their investments. He spends his time in our Sarasota office.