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.