3400 Hedley Road
Springfield, IL 62711
Toll Free: 877-303-9981
Denise has nearly 10 years of experience in the financial industry, having started her career at A.G. Edwards. She has a broad base of knowledge in the financial services industry, including operations and financial planning. Denise is registered as an investment advisor representative and is currently the assistant branch manager.
Most importantly, Denise is an integral part of the investment management team with Craig and Rob. Her client-centered approach is an important attribute in nurturing and maintaining client relationships. She is passionate about helping clients achieve their financial goals and assisting them as they work to reach their dreams.
Denise earned her Bachelor of Science degree and graduated magna cum laude from the University of Illinois – Springfield. In her free time, Denise enjoys gardening, photography, and spending quality time with family and friends. She is active in her church, teaching “Share the Word” classes to the children of the parish and volunteering at her granddaughter’s school.
Denise lives on a quiet farm in Chatham with her husband, Bob, an executive in the footwear industry, and their granddaughter, Sydnie.
Education and Credentials
- University of Illinois – Springfield, Bachelor of Science (magna cum laude)
WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER™, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER™ Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.