Denise joined our firm in February 2025, bringing more than two decades of experience in the financial services industry, primarily with LPL Financial. She earned her Certified Paraplanner™ designation in 2015 and has served as a commissioned Notary since 2001.
With a client-first mindset and a meticulous approach to detail, Denise is a trusted resource for both clients and colleagues. Her professionalism, enthusiasm, and approachable nature make her an integral part of our team. She is known for anticipating needs, streamlining processes, and ensuring every interaction is handled with care and precision.
Denise lives in Springfield Township with her husband, John, and their daughter, Rachel. Outside of work, she enjoys traveling, reading, and attending sporting events.