Denise began her career as a Financial Advisor in 2005 beginning to build her practice while working for Edward Jones. Denise joined Dix Fisher Financial Consulting Group in April 2010 while the team was at Wells Fargo Advisors and moved with the team to U S Capital Advisors in March 2016.

After graduation from Texas Christian University in 1986, she began her career as an Accountant for a prominent Pre-Press Company in Dallas with a National footprint. Denise worked her way up through the ranks of the Company. She served as the Company’s CFO for several years, ultimately helping to sell the Company to a publicly traded multi-national company.

Becoming a Financial Advisor was a second career for Denise. Denise earned the Series 7 (General Securities Representative License), Series 66 (Uniform Combined State Law Exam) and licenses for life, accident, variable annuities, and long-term care insurance.

Denise meets regularly with her clients to review/update their financial strategy & retirement plan. Her goal is to ensure that her clients can meet or exceed the goals that they have identified in their retirement plan. Then through in-depth conversations, Denise helps guide clients through both challenging times and celebrating their milestones. Denise continues to read/research not only the markets & economic cycles, but also changes in Social Security, Medicare, ERISA, and Long-Term Care trends that can impact client’s portfolios.