Denise began her career in Pension and 401(k) design and administration and spent over 20 years serving clients. She wanted to expand her knowledge of corporate law and successfully became a paralegal. She has a passion for helping others reach their full potential and achieve their goals. This led to her joining her late husband as a client administrator, assisting him in his delivery of financial advice and services. The experience allowed her to hone her customer service skills by proactively maintaining client records, nurturing client and custodial relationships, assisting with the creation of work-plans and serving as a primary contact for several group retirement plans.

Denise holds a Bachelor of Science in Business Administration from Bryant University as well as the Finra Series 66 and 7. She holds her North Carolina licenses for Life, Accident, Health or Sickness, Medicare Supplement and Long-Term Care insurance. She also holds her Paralegal Certificate from Meredith College.

Originally from New Jersey, Denise moved to Apex, NC 30 years ago. She currently resides in Wendell, NC with her three cats Domino, Ginger and Pongo. When not at work she enjoys traveling, quilting, reading, fine wine, adventures with her friends and spending time with her five children and two grandchildren.