Dennis Packard - Edelman Financial Engines
Financial Consulting Oklahoma City
Description
I began my career as an investment banking bond analyst for Dow Jones/Bridge Financial. Later, I joined TD Waterhouse in Oklahoma City as a Senior Investment Consultant and Retirement Specialist, helping clients with financial and retirement planning. In 2006, I partnered with Brian Puckett to create the Align team: a client-first, team-oriented service strategy. I’m a proud Oklahoman and have lived, worked and gone to school here my entire life. The genuine, friendly people make this place special, and I’m honored to help them pursue their financial goals. I believe you get what you give, which is why I serve on the board of Peaceful Family Oklahoma, supporting children affected by addiction. I’ve also served on the Midwest Region Board of NAPFA, the Board of Governors at Oak Tree Country Club and the Edmond Land Conservancy. My wife, Keri, is a retired teacher, and we have one daughter, Kaitlyn. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.
Keywords Financial Advisor, Financial Planner, Retirement Planner, Investment Management, Investment Advisor, Financial Services, Wealth Management, Wealth Advisor, Wealth Adviser, Wealth Management Firm, Financial Planning Firm, Financial Firm, Retirement Planning Services.
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Financial Consulting+18337526333 +18337526333 +18337526333
Map 13921 Quail Pointe Drive
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