Best Financial Advice: Have a plan and partner with someone who will help you follow the plan and reach your goals. Everyone needs support when trying to accomplish goals.
Bucket list: Travel the world – once children are grown – visit a new place outside the US each year. Live in a foreign country for part of the year – preferably France or Italy.
Favorite books: Ethan Frome and House of Mirth by Edith Wharton
Denise focuses on group retirement plans, small business planning, and financial planning with those in their early or middle adulthood years. She specializes in helping people form a successful financial plan that will put them on a path to meet their goals. Her responsibilities include recruiting others to join Encore Financial Group in a satisfying career and maintaining the day to day operations.
Denise serves on the YMCA board of directors and is a member of the Petoskey Women’s Club and Connecting Women in Business. She loves to be with family, read, cook, hike, workout, travel, and explore history.