Dennis M. West is a 30-year veteran of the financial service industry.  He uses his experience and training to help individual investors and small businesses pursue their goals. Because he is an independent advisor, Dennis is able to provide solutions free from the pressure of corporate and proprietary interests.  This is key in allowing him to put the interests of his clients first.

Designated by the Certified Financial Planner Board of Standards, Dennis’s CFP® title embodies his commitment to excellence and expertise across a spectrum of financial services. While the general term of “financial planner” has become pervasive in our industry, CFP® professionals are bound by their comprehensive training and adherence to a strict code of ethics. Dennis holds the following licenses:

• CERTIFIED FINANCIAL PLANNER™

• FINRA Series 7, 24, 63, & 65 held through LPL Financial

• Life and Health Insurance

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