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Dennis W.
VP Wealth Advisor @Farther
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WORK HISTORY
VP Wealth Advisor @Farther
Seattle, WA, US
Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, Khosla Ventures, MassMutual Ventures, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money.
EDUCATION
Western Washington University
Bachelors, Finance
ABOUT DENNIS W.
As Vice President Wealth Advisor at Farther Finance since January 2022, I specialize in delivering tailored financial planning and wealth management solutions. My work focuses on leveraging cutting-edge technology and personalized strategies to empower high-net-worth clients in achieving their financial objectives. With over a decade of experience in financial services, my expertise includes financial planning and modeling, supported by Series 7 and 66 certifications. I am passionate about providing clients with a holistic approach to managing generational wealth and fostering trust through personalized advice and professional integrity.
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