Dennis is a Financial Advisor who has dedicated his career to helping physicians and business owners organize, protect, and build wealth. He was raised in San Diego, California, where his family owned a restaurant in Poway. Growing up in an entrepreneurial family, Dennis learned that organization, protection, and cash flow are the foundations of financial success.
Dennis attended Mt. Carmel High School, where he played football and developed a strong team-oriented mindset. He went on to earn a business degree from Point Loma Nazarene University in 2008, where he met his wife, Megan. They got married in 2013 and have two beautiful children, Kyler and Tula (who is actually a Cavachon dog that acts like a human).
Dennis began his career in the financial services industry at the age of 22, right after graduating from PLNU. Over the years, he has gained valuable experience in management, working as an Assistant Agency Manager and Client Relationship Manager at AXA Advisors, LLC in 2017 and 2018. He holds several licenses, including Series 7, 66, Life & Health.
Since 2017, Dennis has worked closely with his business partner, Kierstin Erwin, to provide comprehensive financial planning services to physicians. They specialize in true own-occupation disability insurance for medical doctors, which ensures that their clients receive the highest level of protection and financial confidence.
Dennis is passionate about educating others and enjoys presenting to physician groups around the country. When he's not working, he loves spending time with his family, teaching his 3-year-old son Kyler football, and dancing at weddings. He also enjoys pretending to be a standup comedian, making people laugh whenever he gets the chance.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0G22718.| 2023-154165 | Exp. 04/25