John Dennis, AIF®
Managing Partner
With more than 20 years of experience in the financial services industry, John began his career as a fixed income trader with a Fortune 500 financial firm. In 2005, he joined Principal® in the retirement division, where he developed extensive expertise in designing, implementing, and servicing retirement plans for employers and individuals alike.
Drawing on his experience across both investment management and retirement planning, John helps clients develop thoughtful financial strategies designed to make the most of their available resources and work toward long-term financial confidence. His broad perspective allows him to guide clients through important financial decisions with a focus on helping them pursue their personal, family, and retirement goals.
EDUCATION & CREDENTIALS
- Bachelor of Science in Business Administration (BSBA), Banking & Finance
- AIF® (Accredited Investment Fiduciary®)
- Series 7 and Series 66 Securities Registrations
- Insurance licensed in VA, NC, SC, GA, FL, TN, WV, MD, MA, ME, CT, DC, IL, IN, NJ, OK, and TX
Outside of the office, John and his wife, Colleen, stay actively involved in their church, local community, and their three children's activities. A Richmond native, John developed a deep appreciation for the James River at an early age, sparking a lifelong passion for the outdoors and water recreation. Today, he enjoys sharing those experiences with his family throughout the year.
AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.