Office Location:
6115 Park S Dr
Suite 200
Charlotte, NC 28210
A Charlotte native, Dennis received his B.S. degree in Commerce from Washington & Lee University and an MBA from Emory University. Dennis has over five years experience in public accounting and has been with Consolidated Planning for over 25 years, during 16 of which he served as the firm’s Chief Financial Officer and Chief Operating Officer. Dennis is active in the community, having served on the boards of The Harris Family YMCA and Hope For At-Risk Children, and the Administrative Board at Myers Park United Methodist Church. Dennis and his wife, Janet, have been married for over 35 years and have four children and two grandchildren.
Through his Strategic Prosperity™ Process, Dennis helps his clients set and achieve financial goals and enjoy greater financial confidence. His clients include professionals in the business community such as CPA’s and attorneys as well as entrepreneurs and other professionals.
Registered Representative and Financial Advisor of Park Avenue Securities LLC Financial Representative of Guardian.
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Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.
Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
2022-147105 Exp 12/24
