Dennis Brun
CFP^®, AAMS^®, AWMA^®, CRPC^™

Dennis began his investment industry career in 2023, inspired by a desire to blend his lifelong passion for teaching with his interest in finance and investing. Before becoming a financial advisor, he spent more than 30 years ministering to and educating young people in Catholic parishes and schools, while also owning and managing a summer landscaping business.

Dennis brings a service-oriented, comprehensive approach to financial advising. His mission is to help individuals and families pursue their financial goals, prepare for retirement, and develop investment strategies tailored to their unique needs and aspirations — all with a genuine commitment to making a meaningful difference in the lives of those he serves.

He has earned the Accredited Asset Management Specialist™, Accredited Wealth Management Advisor™, and Chartered Retirement Planning Counselor™ designations from The College for Financial Planning. Dennis also holds Series 7 and 66 securities licenses, along with life, health, and variable insurance licenses.

Dennis and his wife, Lisa, are the proud parents of three children — Jonah, Marina, and Evan. Outside of his work, he enjoys camping, kayaking, biking, hiking, and cheering on his favorite teams, especially the Dayton Flyers and Cincinnati Bengals.