Vice President and Founding Member
Dennis founded the practice in 1980 after a career in law enforcement and corporate security. He has been advising clients for over 37 years and joined Wachovia Securities in 2005. Dennis earned a Bachelor of Science degree from the University of Rochester in 1972. In addition, Dennis has earned the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning.
Dennis is the senior portfolio manager of the team; actively advising clients and managing their investments. He splits his time between the team's Cincinnati and Sarasota offices.
Dennis has served as the President and Trustee of the Cincinnati Stock & Bond Club. He enjoys golf, racquetball and spending time with his grandchildren. Dennis and his wife Lillian have enjoyed living in the Cincinnati community for over 40 years.
Denny joined the practice in 1998 after earning a Bachelor of Science degree from Cornell University. He is a 20 year veteran of the financial service industry and joined Wells Fargo Advisors in 2005. He has advanced investment management training from the Wharton School, University of Pennsylvania as well as designations from the College for Financial Planning.
Denny is a co-portfolio manager of the team; actively advising clients and managing their investments. He develops, monitors, and coordinates the financial planning process for clients.
Denny and his wife Ashley, a special education teacher, are active in the Cincinnati community and help with many organizations such as Barrett Cancer Foundation, Habitat for Humanity, Crayons for Computers & Big Brothers/Big Sisters, All Pro Dad, Blue Ash Community Church and Operation Giveback among others.
Melissa brings over 20 years of professional experience in the financial services industry and a dedication to client service. Previously she worked as a licensed associate with Morgan Stanley.
She received her BA from Ohio Northern University in 1997 in Political Science and History. While at ONU, she played volleyball and participated in a study abroad program in Debrecen, Hungary. She is currently pursuing her MBA at the University of Dayton.
Melissa currently resides in Maineville, Ohio with her husband John Schneeman and is the proud mother of Johnathan(17), Olivia(14), Andrew (12) and Ethan(12). Her children are active in sports and keep her busy in the Kings Local School community and Western Brown local community. She helps with many organizations such as The Dragonfly Foundation and Give Back Cincinnati.
Judy is working part time for Future-Financial sharing client service and administrative support duties for the practice. Two years ago, Judy was completing work for Sycamore Community Schools. Serving as office manager for the high school for 10 years, Judy then joined the district office in the capacity of administrative assistant to the Student Service area, where she retired from after another six years. Prior to Sycamore Schools, Judy worked at Kings Local School District in a variety of positions for 13 years.
Having utilized numerous computer programs in her various jobs, Judy has been keeping her skills honed as a volunteer at West Chester Hospital in the trauma unit as well as working at the front information desk. Other volunteer jobs have opened up retirement as she walks dog for the Animal Friends Human Society and a variety of positions at her church.
Judy resides in West Chester, just a short distance from her daughter and two grandchildren. Her son lives in Leesburg, Virginia. Aside from his biannual visits, Judy travels to his home as she returns from her month long stay in southern Florida.
Her educational background consists of a Bachelor of Science from Eastern Michigan University as well as post graduate work at Bowling Green State University.
Lisa joined Future-Financial in 2018. She is sharing client service and administrative support duties.