Dennis continues our process by focusing on the next two steps of The EPPIC Method®, PROTECT and INVEST.
After analyzing your risk tolerance, liquidity requirements, income needs, and long-term goals, Dennis discusses the range of applicable investment options available, helping you to critically evaluate each investment to design a portfolio strategy.
Dennis facilitates the implementation of your plan and is responsible for portfolio rebalancing and trading. He continuously monitors your portfolio holdings and proposes modifications.
Assisting in the protection of your financial future, Dennis coordinates the application, underwriting and issuing of Life, Disability and Long-Term Care Insurance Coverage.
As a licensed principal, Dennis maintains the compliance and regulation standards for our practice.
Staying current with market trends and economic news, Dennis researches and analyzes investment strategies and market conditions.
Dennis is an avid sports fan, as he is a Ravens season ticket holder and enjoys rooting for the Orioles and Maryland Terrapins. He supports Calvert Hall Basketball through the Mark Amatucci Scholarship Fund, providing tuition assistance to young men to prepare them for success beyond the court. As his children are getting older, he is excited to be involved with their activities by coaching and demonstrating the benefits of discipline, practice and team work to help them build a foundation for a successful life.
Dennis also enjoys motivating others to become more physically fit, through virtual fitness challenge groups by showing others how easily they can incorporate exercise and eating healthy into today's busy lifestyle.
“A strong body creates a strong mind, providing you with the confidence to tackle life’s challenges. If you do not take care of yourself, you are unable to take care of those that depend on you.” – Dennis Grinestaff