Dennis is a Wealth Management Advisor dedicated to helping physicians and business owners organize, protect, and grow their wealth. Raised in San Diego, California, Dennis developed an entrepreneurial mindset at an early age while working alongside his family, who owned and operated a restaurant in Poway, CA. Those experiences taught him the importance of financial discipline, risk management, and strategic planning - principles that continue to guide his work with clients today.
A graduate of Point Loma Nazarene University, Dennis earned his business degree in 2008 and began his career in financial services shortly thereafter. He attended Mt. Carmel High School, where he played football and developed the teamwork, discipline, and work ethic that continue to shape his approach to serving clients. While attending PLNU, he met his wife, Megan. They married in 2013 and have two beloved family members, their son Kyler and Tula - a Cavachon who often acts more like a person than a dog.
With more than 18 years of experience in the financial services industry, Dennis has built a reputation for helping clients navigate complex financial decisions with confidence. He holds Series 7 and Series 66 securities registrations as well as Life and Health Insurance licenses, allowing him to provide comprehensive guidance across investment management, insurance planning, and wealth-building strategies. Throughout his career, he has remained committed to delivering personalized advice and long-term value to the individuals and families he serves.
At WestPac Wealth Partners, Dennis works with Jacob Lee to help physicians navigate the financial complexities of their careers. Together, they serve hundreds of physician clients nationwide through a comprehensive planning process that integrates both protection and wealth-building strategies. Dennis specializes in protecting physicians' most valuable asset - their ability to earn an income - through disability insurance and risk management planning. Jacob focuses on tax-efficient financial planning, cash flow management, retirement planning, and investment strategies. By combining their experience, they help physicians create financial clarity, protect against unforeseen risks, and build lasting wealth throughout their careers.
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. | 8816502.2 Exp. 06/28