Creating Winning Financial Strategies

As a coach, I know the drive it takes to achieve greatness.  Now, as your financial advisor, I'm here to bring that same winning spirit to your financial game plan.  Together, we'll create a playbook of tailored options designed to help you score big on your wealth goals while ensuring your assets are always protected. 

We'll breakdown your goals and develop personalized strategies that adapt to your evolving priorities.  Just like sports, the game plan may change, but the focus remains- consistently hitting your targets.  With a flexible financial plan, you'll be ready to make the right moves today and in the future.

Stay ahead of the game and keep winning with a financial strategy that's as dynamic as you are.  Let's achieve greatness, one goal at a time. 

Coach.  Business Owner.

Growing up in Orange County, CA, Dennis played basketball and baseball at Pepperdine University before transferring to complete his collegiate career playing basketball and baseball at Oklahoma State.  Dennis played for legendary coaches like Eddie Sutton, Bill Self, Gary Ward, Jim Harrick, Tom Holliday, Dave Gorrie and Scott Pickler.  These coaches helped build the foundation for what would become our body of work and a commitment to excellence, on and off the field.

"As a younger man, I really thought I'd be a Division 1 Coach - maybe someday an Athletic Director at a major university.  Life directed me elsewhere and while I'm no longer on the hardwood or the diamond..."

...I'm coaching & competing everyday.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Boost your financial knowledge.