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 Patriots's Club. This prestigious status is reserved for top achievers and represents less than 8% of the firm’s approximately 16,000 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.
Dena is an Accredited Investment Fiduciary® (AIF®) Designees can demonstrate that they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients.