Dena graduated from Purdue University in 1997 with degrees in Psychology and Organizational Management and went to work for the family business. She went on to work for a large bank in corporate finance and rejoined her dad's practice in 2005. Dena's role as a Wealth Advisor is to provide the discipline and the financial planning tools needed for her clients to be prosperous in all stages of life. Dena is passionate about our Advance and Protect wealth management strategies. Dena is a member of LPL Financial Chairman's Club. This prestigious status is reserved for top achievers and represents less than 6% of the firm’s approximately 14,000 advisors nationwide, and is based on the advisor’s annual production ranked among all registered advisors supported by LPL. Dena resides in Powell with her husband, Doug, and two children, Jake and Avery. She is on the board of Friends of CASA, as well as WLN (Women's Leadership Network) for Delaware County United Way.
Paul became a financial representative in 2001, following a 28-year career with Ashland Inc and Marathon Ashland Petroleum. His practice includes all investment and some insurance services, with focus on retirement planning. Paul places a high value on a close working relationship with his clients, partnering with them to establish their needs and goals. From that point, he assists them in developing a plan, implementing it, and monitoring it over time.
Paul holds degrees from Anderson University and Texas A&M University. He is registered with LPL Financial for securities and is licensed for life and health insurance.
Paul and his wife, Debbie live in Dublin. They have two children and two grandchildren.