Our Practice


We are committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make informed decisions to help reach them by our providing you financial education and information.

Please call us if you have any questions about us or the range of financial products and services we provide.

Our Team

John Dennis, AIF®

Managing Partner

Phone 804-419-0647
Fax 866-840-7677
Mobile Phone 804-690-4019



Jacquelyn Milliner

Administrative Assistant

Phone 804-419-0641
Fax 866-840-7677
E-mail Milliner.Jacquelyn


Our Process

  • Discovery - your unique goals and objectives
  • Analysis - Analyze your total investment and wealth situation
  • Development - Develop custom, comprehensive solutions
  • Implementation - Implement plan with your other professionals (if needed)
  • Monitoring - Monitor your plan and review regularly