Dennis Wood, AIF®

Dennis Wood, AIF®

Investment Advisor Representative*

Dennis Wood will be responsible for the coordination of all aspects of your retirement, health and welfare benefit plans, and will work with the related companies in an ongoing capacity.  He will help ensure that you receive outstanding continuation of service.  Dennis has over 29 years of experience as a  Benefit Consultant, including various types of ERISA plans, and Non-Qualified Executive Benefit programs.

Dennis has the Accredited Investment Fiduciary designation through The Center for Fiduciary Studies.  He is a graduate of the Institute for Employee Benefits Training, in Philadelphia, PA. He has a Bachelor of Science degree from Ball State University, with double majors in Finance and Business Administration, and a Minor in Economics.  He has also received his certificate of completion in Defined Contribution Plans from the American Society of Pension Professionals & Actuaries (ASPPA).

He currently holds the following registrations –  Series 6, 7, 63, and 65.  He is also a Registered Investment Advisor under the Investment Advisors Act of 1940.  Dennis also holds the following insurance licenses – Life, Accident & Health, Long Term Care, and Property & Casualty.

In his spare time, Dennis enjoys travel, golf, tennis and riding his Harley Davidson.

Phone 317-816-5784
Fax 317-574-2200
Mobile Phone 317-490-8978