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.
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