A native of Western New York, Denis brings a simple but comprehensive approach as an Investment Advisor. Originally from Corning NY, naturally he attended Corning Community College then enlisted in the United States Navy which took him to several countries around the globe. His time spent in the Navy instilled a self discipline of hard work and set a benchmark for excellence. He later began his investment career with Merrill Lynch in Corning.
For Denis, being a successful investment advisor is more about relationships than merely numbers. A critical component to the advisor/member relationship is caring. The importance placed on every Alliance Member’s financial well-being is why he decided to join the Alliance team.
The first and most important step in the investment planning process is listening to our Member’s needs and understanding what is important to each Member’s situation. “My goal is to integrate the cares and concerns of each Member’s financial world into a plan that is unique and useful to them.” says Denis.
Denis currently resides in Hampstead with his wife and two boys.
Denis is eager to work with you one on one to assess your financial situation and develop a strategic plan to help meet your financial goals. He works exclusively with Members in the Greater Wilmington area which includes Brunswick, New Hanover and Pender Counties in Southeastern North Carolina. To schedule an appointment please call 910.793.2232
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer
and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations
of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Alliance
Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.