Denise plays a key role in ensuring our Fountain Hills office runs efficiently and provides valuable support for our financial advisors and clients. She manages a wide array of duties, including handling service requests, managing client accounts and assisting with our team's marketing efforts.
Personable and detail-oriented, she strives to ensure clients receive timely and thorough responses to each of their requests and is committed to providing an exceptional client experience while helping advisors do the best job possible. Before joining our team in January2022, Denise was a Business Manager in the dental industry and previously worked as an Account Manager in the consumer products industry. She earned a bachelor’s degree in Marketing from the University of Northern Iowa.
Originally from Iowa, Denise has lived in Fountain Hills for over 20 years. She has two children currently away at college. Derek is graduating in 2022 from Chapman University in California and Devon attends University of Arizona. In her free time, she enjoys staying active biking, hiking and walking her two rescue dogs, Finley and Frankie.
Denise is also dedicated to serving the community. Over the years, she has served on numerous committees and held leadership positions in various school and civic organizations in Fountain Hills.