Dennis K. Wolfe, CFP^®

First Vice President, Investments

For the past 20 years, Dennis Wolfe has served his clients with dedication and professionalism. He believes in providing a comprehensive and client-centered approach to the financial planning process. As a Certified Financial Planner™ and trusted advisor, he assists individual, family and business clients with solving complex financial problems and achieving important financial goals in the areas of investment, tax, asset protection, education, retirement and estate planning. He is currently a member of the President's Club at Raymond James & Associates, for which membership is granted to financial advisors who have demonstrated extraordinary commitment to professional competency and outstanding client service.

Prior to joining the firm, Dennis was a founding partner of a national physician practice management and business services firm. While there, he worked as the company's partner in charge of financial services. After earning a degree in business and accounting, Dennis began his career as a Certified Public Accountant and auditor with an international public accounting firm. His prior experience as a CPA, physician practice administrator and successful business owner provides unique and valuable insight to the financial planning services he provides to clients.

A resident of Signal Mountain, Tennessee, Dennis serves as an active member of the American Institute of Certified Public Accountants, the Tennessee Society of Certified Public Accountants and the Financial Planning Association. He is a former board member of the MS Society (Tennessee Chapter), and serves in leadership capacities as an active volunteer for the Boy Scouts of America.