Denise is a Registered Financial Consultant and a Chartered Special Needs Consultant®. As a holistic financial advisor, she takes every aspect of her client’s financial concerns into account.

Denise is dedicated to assisting families who care for children and adults with disabilities or special needs. She provides expert guidance on principal issues, including government benefits and risk management. Denise also helps families navigate the complexities of retirement planning, estate planning, and generational wealth transition, ensuring that their loved ones are well cared for now and in the future.

With her extensive knowledge and experience, Denise provides compassionate and comprehensive advice tailored to each family’s unique situation.

Denise resides in Virginia Beach, with her husband Jim. She is a member of the Academy of Special Needs Planners. Denise is passionate about serving her community and actively volunteers her time to different non-profits in the local area. She is the Adaptive Dance Director for Aid Another, a non-profit organization providing inclusive activities for individuals with disabilities.

Firm Description

Financial Security Group (FSG) provides comprehensive, broad-based financial planning services. Our mission is to provide our clients with the opportunity to achieve financial independence.

At Financial Security, our dedicated team of 50 experienced employees pride themselves on providing personalized attention to each and every client. We take the time to get to know our clients’ financial needs and challenges, with an experienced Advisor guiding them through their financial journey. As a result, we provide comprehensive financial planning to each client while focusing on what matters most to them and ensuring they have peace of mind as they navigate life’s changes. When analyzing our clients’ investment and funding needs, we conduct in-depth research to enable our portfolio managers to build customized portfolios based on our clients’ long-term goals, risk tolerance and individual situations. Our focus is on helping our clients accomplish their life goals and protect capital during periods of market volatility.

We offer high touch, personalized services and are committed to exceeding our clients’ expectations.

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