Dennis Lefevre
Certified Financial Planner(Tm) @Everence Financial
Woodland Park, CO, US
EMAILS
d••••••••@everence.com
MOBILE NUMBERS
+16•••••••34
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WORK HISTORY
Jan 2009 — Present
Certified Financial Planner(Tm) @Everence Financial
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Woodland Park, CO, US
Work as Lead Advisor with individuals and institutions finding solutions toinsurance, investment, financial planning and estate planning matters.
SKILLS
Fixed AnnuitiesAsset AllocationFundraisingSaving for EducationRoth IraHealth InsuranceIrasRetirementStrategic Financial PlanningStrategic PlanningRetirement PlanningInsuranceInvestments401k RolloversLong-Term CareCollege Savings PlansWealth Accumulation StrategiesLeadershipInvestment StrategiesInvestment AdvisoryEstate PlanningPublic Speaking
ABOUT DENNIS LEFEVRE
Certified Financial Planner(tm) at Everence. Everence is a faith-based financial services organization. I help individuals and organizations with investment management, financial planning, estate & charitable planning.
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