Headquarters

5000 Executive Parkway, Ste 420 San Ramon, CA 94583

Associate Advisor

Dennis joined Insight Wealth Strategies in 2017 and works as an Associate Advisor on our Advisory team creating financial plans and implementing investment management strategies for our clients. He joined Insight after spending two years at another Financial Services firm. Prior to working in finance, he spent 10 years as a journalist in Florida.
Dennis holds a Bachelor’s degree in Finance from Florida Gulf Coast University and a Bachelor’s degree in Journalism from the University of Florida. He previously passed his Series 7, Series 66 and California State Insurance Licenses. He made the move to the Bay Area in 2014, where he enjoys surfing, beach volleyball, riding motorcycles, practicing the guitar and hiking.