Dennis Thomas

Dennis is a Wealth Planner, joining the firm in 2018. Dennis has a strong background and success in fiscal management, business development, as well as several years’ experience in the development of client wealth plans.

Dennis is responsible for the development of client’s wealth plans. Using our Vision360 tools, in coordination with the client’s long-term objectives and goals, Dennis develops custom client plans in coordination with the Wealth Advisors.

Dennis is involved in supporting his local community, being involved in a Council position with the Casa Adobes United Church of Christ. He is also involved in supporting Keeling Elementary School and the local Food Bank. Dennis and his wife, Colleen, enjoy hiking, traveling and supporting their local community via their volunteer efforts. They are jointly blessed with five adult children and five grandchildren.

Contact Dennis

Wealth Planner
Email Dennis

Our Team

Mark Allen, CFP®, MS

Co-founder/President
Ext.204
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Tad Singer

Managing Director/Senior Wealth Advisor
Ext.236
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Steve Wilbur, CFS

Managing Director/Senior Wealth Advisor
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Phil McBride, CFP®

Senior Wealth Advisor
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Kent Koch, CLTC

Senior Wealth Advisor
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Travis Portwood, CFA, CFP®

Director of Investment Strategy/Senior Wealth Advisor
Ext.216
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Randy Korth, CPA

Senior Wealth Advisor
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Fred Lockwood, CPA, PFS

Senior Wealth Advisor
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Daniel Monaghan, CFP®

Senior Wealth Advisor
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Pamela Korth, CPA

Senior Wealth Advisor
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Shane Wissmann

Senior Wealth Advisor
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Josh Ream

Wealth Protection Specialist
Ext.245
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Dennis Thomas

Wealth Planner

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Jenny Nichol, CPA, MBA

Chief Financial Officer
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Michael Stanton

Director of Development
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Daphne Brandt

Director of Client Services
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Julie Wooden

Operations Manager
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Suzanne Allen

Client Services Manager
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Janet Hartmann

Client Services Manager
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Jen Plummer

Client Services Manager
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Dan Conroy

Client Services Manager
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Keisha Coufal

Client Services Associate
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Jennifer Cook, CPA

Certified Public Accountant
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Terry Meier, CPA

Certified Public Accountant
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Laura Dill

Enhanced Services Coordinator
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Abbie Siemers

Accounting Assistant
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Kayla Buell

Client Service Specialist
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Brian Harmon

Trading Specialist
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Gisela Barnett

Client Services Manager
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