Dennis is a nationally recognized Financial Educator, Author, Speaker, and Retirement Planner, whom you may have seen or heard on WDEL radio, RVN TV, USA Today, Retirement Weekly, Street Magazine, Yahoo and others.
As the founder and CEO, Dennis, and his elite team at “The Business Owners Family Office” have been teaching business owners, executives, high net worth individuals, how to reduce and/or eliminate taxes, protect their assets, set up guaranteed retirement income streams and efficiently pass on their wealth for over 30 years.
Dennis has taught continuing education courses to Insurance Agents, Attorneys as well as CPA’s. He has also done numerous education seminars for the general public and has taught the course “The Power of Zero Taxes in Retirement” at Del-Tech college. He is currently presenting his ongoing Public Webinar Series – The Perfect Financial Storm: Why Building Untaxable Wealth is the Answer.
Dennis has shared his leadership experience as the Political Action Committee chairperson on the board of the National Association of Insurance and Financial Advisors for over 18 years. He also won the Douglas Bennetti Lifetime Leadership Award for devotion and service to the Delaware community.
Dennis has been with Kathy his wife and business partner since 1996 and they have a daughter named Rachel. They enjoy good times at the beach as well as being avid pool players and golf hacks! Dennis is also an avid softball player and that’s where he met Kathy!
They both have a passion for cooking and could be considered “foodies”.
LICENSES & ACCREDITATIONS
- Ed Slott Master Elite IRA Advisor
AREAS OF EXPERTISE
- LIFE INSURANCE
- LIVING BENEFITS
- TAX-FREE RETIREMENT
- LONG-TERM CARE INSURANCE