Wealth Management Advisor
Dennis joined Kluge Financial Group, LLC in July 2023 as a Wealth Management Advisor. He has been in the financial services profession for over 30 years, primarily helping individuals and business owners with tax preparation, accounting, and tax planning services. Dennis became a financial advisor in 1999, currently holds his Series 6 and 63 registrations and is a Registered Representative with Cetera Financial Specialists LLC as well as an Investment Adviser Representative with Cetera Investment Advisers.
Dennis, being a tax professional, is passionate about educating business owners and individuals about the ever-changing and complicated tax code. Prior to starting his tax and accounting firm, Lavin & Associates, Dennis worked as an auditor, accountant and financial analyst for major corporations including General Foods, Phillip Morris and May Department Stores. These experiences put Dennis in a position to help individuals and business owners with their personal financial journey, no matter how complicated or complex.
Tax services offered through Lavin & Associates. Tax services offered separately from Cetera firms which do not provide tax or legal advice.