Dennis Packard

Certified Financial Planner™

Dennis describes his professional journey as following a slightly different path yet arriving at the same destination for the same reasons expressed by his colleague Brian Puckett to, first and foremost, have the freedom to serve clients' broad wealth management interests.

A financial services professional since 1997, Dennis began his career as an investment banking bond analyst for Dow Jones/Bridge Financial. Later, he joined TD Waterhouse in Oklahoma City, where he was a Senior Investment Consultant and Retirement Specialist, helping clients with their financial and retirement planning needs. Partnering with Brian in 2006, they jointly crafted their firm's client-first, team-oriented service strategy.

Dennis is regularly sought after by media sources such as The Oklahoman, Fox News, and OKCBiz to share his insights and expertise on sound money management techniques. He is a CERTIFIED FINANCIAL PLANNER™ and holds a bachelor's degree in finance from Oklahoma State University.

Dennis' wife, Keri, is a teacher and serves on the event committee for Anna's House Foundation.  They have one daughter, Kaitlyn.  Dennis has been an active volunteer within the Oklahoma City Public Schools and the Oklahoma Council on Economic Education, where he advocates for K-12 level financial literacy programs. He serves on the Midwest Region Board of Directors for the National Association of Personal Financial Advisors, the country's leading professional association of Fee-Only financial advisors.  He is also on the board of advisors for Oak Tree Country Club.  He and Kaitlyn are avid golfers.