John Dennis, AIF®

Managing Partner

I have 20+ years of experience in the financial industry, beginning my career as a bond trader with a Fortune 500 firm.  In 2005 I joined Principal® in the retirement division, learning how to design and service retirement plans for both employers and individuals.  Having this perspective allows me to show you how to create a plan to leverage resources for your financial future. 

EDUCATION & CREDENTIALS

  • BSBA in Banking and Finance
  • AIF® - Accredited Investment Fiduciary®
  • Series 7 and 66 securities registered
  • Insurance licensed in VA, NC, SC, GA, FL, TN, WV, MD, MA, ME, CT, DC, IL, IN, NJ, OK & TX

My wife, Colleen, and our three children stay very active through community involvement, our church, and any outdoor activity we discover.  Growing up in Richmond, I experienced the great James River regularly, which resulted in my love for all types of water activities.  I now get to share that passion throughout the year with my kids.

Connect with me on LinkedIn

 

Phone 804-419-0647
Fax 866-804-7677
Mobile Phone 804-690-4019