Meet The Team
Denise, a Registered Investment Advisor (RIA), co-founded Money Plans in 1983 and is currently its proprietor. Over the years she has helped numerous clients to achieve financial security and to successfully achieve their goals.
She is a long-time, active member of the National Association of Personal Financial Advisors (NAPFA), the leading industry group for fee-only, conprehensive financial planning professionals.
Prior to co-founding Money Plans, Denise served as a business development consultant and accountant for a large national bank. She holds a Bachelor of Science degree in Education and Economics from the University of Maryland, and received her Master of Business Administration degree in 1982 from George Washington University.
Denise writes a popular quarterly newsletter for Money Plans clients, recapping market results, providing insight on the economy, and sharing ideas on tax-saving strategies and financial planning. She has taught courses and workshops through Montgomery County Adult Education that focus on income taxes, managing financial paperwork, selecting investments and evaluating mutual funds.
Money Plans has assembled an outstanding team to support our work and serve as a resource for our clients’ mortgage, insurance, care management, taxes and estate planning needs. We have worked with our trusted partners for more than 20 years under a collaborative, fee-only arrangement. We do not accept referral fees, kickbacks or any other source of compensation from our partners.
Charles Schwab & Co. serves as our custodian for ongoing money management. Our clients benefit from their state-of-the-art technology, their superior back-office support and their wide selection of low-cost, no-transaction-fee ETFs and mutual funds.