Dennis Wood

“It is literally true that you can succeed best and quickest by helping others to succeed”

— Napoleon Hill

Check the background of this investment professional.

Advisor

Dennis has over 32 years of experience in the financial services industry and has earned the designation of Accredited Investment Fiduciary, AIF ®. He specializes in Employer/Employee benefit plan consulting, including ERISA plans and Non-Qualified Executive Benefit programs.as well as in working with individual clients to help them design a financial path to and through retirement.

Dennis is a Registered Investment Advisor and holds his Series 6, 7, 63, and 65 registrations. He also holds insurance licenses in Life, Accident & Health, Property & Casualty, and Long Term Care. He received his certificate of completion in Defined Contribution Plans from the American Society of Pension Professionals and Actuaries (ASPPA), and his B.S. degree from Ball State University, Miller School of Business, where he majored in Finance and Business Administration. When Dennis isn’t guiding corporate and individual clients toward a secure retirement or managing benefit plans, he’s adding another professional accreditation to his resume and occasionally taking time off to enjoy time with his wife and family, playing tennis, golf, gardening, traveling, and riding his Harley.

In His Own Words

“I love taking a known financial concept and improving upon it. Like taking a plain vanilla retirement plan and turning it into a tax deduction machine, In this business, you can be very creative if you’re proficient in a variety of areas and know which strategies best fit each person’s individual situation.”

Fun Facts

  • If I weren’t working in financial services, I would be a …

    • I don’t think I would be working in any other field. This is my calling. It’s what I’ve always wanted to do.

  • 3 things on my bucket list

    • Play at Wimbledon (okay, GO to Wimbledon)

    • See my nephew swim in the 2024 Summer Olympics in Paris, France.

    • Play in the main event at the World Series of Poker

  • The nerdiest thing I do in my spare time is…

    • Yoga