Our Mission
We strive to provide a comprehensive plan to our clients that will help them clarify and reach their financial goals. We work with individuals, families, and business owners that welcome and implement our ideas through the most efficient products and services in the marketplace. Together with our clients we identify their goals and objectives both short and long term, and formulate a plan for a successful future.
About Dennis
Dennis is a Berkshire County “native” who moved to the North Shore area over 20 years ago. He fell in love with the area, and if asked today, he would vow he will never leave the little town of Marblehead where he and his wife settled nearly a decade ago. Today, life’s biggest joy is the time spent with family and friends. Dennis is a passionate golfer and his love for the sport is definitely contagious, as the family golf club collection seems to be growing rapidly. But golf isn’t the only sport Dennis is passing onto the next generation. His younger son, Brody caught the hockey bug his father once had himself, and at 7 years old being an NHL goalie is his dream! Although the entire family adores watching the little man play on the ice, his older brother Cameron found great passion in skiing in the winters and beach hopping the North Shore coastline in the summers. It may seem tricky to keep life balanced between family, work, everyone’s hobbies and passions, but the time spent together is ever so priceless to all.
Personal Side of Dennis
