Dennis Reed graduated from Abilene Christian University in 1977 at just 20 years old and has been a practicing CPA since January 1979. In 1989, he expanded his services to include investments, guided by one simple principle: “Always put the client’s interest first.” That principle has remained the foundation of his practice for more than three decades.
He is insurance licensed and an Investment Advisor Representative, holding FINRA Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Exam), and Series 65 (Investment Advisor Representative) licenses through LPL Financial.
Dennis combines his experience in tax planning and financial investing to help clients set long-term goals and pursue them through tax-smart strategies. He takes a personalized approach by working closely with clients and asking thoughtful questions to gain a clear understanding of their unique situations and objectives.
A longtime advocate of legacy planning, Dennis also works closely with clients and their attorneys to help them shape family- and charity-focused legacies that reflect their values and priorities.
Outside of work, Dennis enjoys competitive long-distance shooting, hunting, fishing, and cooking with his wife of 48 years, Ginger.