About Us

Denise and the entire team at Protected Investors aspire to develop client relationships in which we can utilize our extensive knowledge of financial planning and asset management to help you achieve financial success. Taking a holistic approach, Denise works with you to cultivate a planning and review process, charting the best course for you and your family to navigate personal life changes amid market fluctuations. After identifying risk tolerance, prioritizing goals, and understanding each person’s entire financial situation, Denise crafts a comprehensive financial plan and investment portfolio to help you realize your vision for the future. The team then provides updates, account monitoring and advice, and tracks clients’ progress as you pursue their financial goals and life dreams.

To ensure clients receive the best care, the Advisory and Investment team will work directly with clients’ attorneys, accountants and other professionals to help design and implement the most effective strategies for each person’s individual needs.  We have established relationships with a roundtable of professionals should you need a referral.