Denis M. Drummey, CRPS®, CFP®

Denis specializes in helping businesses design and fund pension, profit sharing and other qualified retirement plans.

Working together with an attorney specializing in ERISA issues at the option of the client, Denis helps companies develop plans that reward key people, and help attract new quality employees.

Denis begins with an in-depth analysis of the client's needs and expectations and can help companies and plan trustees address some maximized benefits through plan design, monitor investments, provides employee education and coordinates plan administration with the client's outside third party administrator.

A CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Retirement Plan Specialist™, he understands the critical needs of Plan Sponsors and their participants in ensuring adequate financial resources in retirement. Denis is a graduate of the School of Management at Lesley College and is active in parish and town volunteering. Prior to his current role, Denis spent 22 years in the Investment Department of a major insurance company.