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Dennis Lehman CFP®

Dennis Lehman CFP®

President and Chief Investment Advisor

Dennis Lehman, CFP® received his bachelor's degree in finance from Kent State University.  He and his wife have been married for over 25 years and have two beautiful daughters and two Golden doodles, Buckeye and Lucy.  

With over 27 years of experience, Dennis can understand a client's situation and develop a comprehensive plan that incorporates all aspects of financial planning to meet their needs.  He takes pride in solving problems and offers unbiased professional answers to clients concerns.

In his free time, Dennis enjoys staying active by playing tennis and wake surfing.