When Dennis’s 10-year-old asked what he does for work, the simple answer was, “I help my clients make money.” But the real work goes far deeper. Clients rely on him to connect their present circumstances with their future goals—bringing together taxes, estate planning, asset allocation, debt management, and lifestyle priorities into a clear, cohesive strategy.
For more than 14 years, Dennis has served as a personal CFO for the individuals and families he supports. With a degree in Finance and a background in comprehensive planning, he understands both the technical nuances of wealth management and the relationship-centered approach required to guide clients through life’s most meaningful financial decisions.
Outside of work, Dennis can often be found in the kitchen perfecting a recipe, on the tennis court, or keeping up with the busy rhythm of his sons’ and family’s activities. Life is full—and he’s grateful for it.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
