Dennis Delphenich, MBA, founder

Education

Boston University Graduate School of Management

Master of Business Administration degree awarded in 1989.

Wright State University

Bachelor of Music - Classical Guitar Performance, cum laude

Bachelor of Music - Composition, cum laude.

Background

As a 30 year veteran of the financial planning and investment management business, Dennis blends deep acedemic background with real world practical experience. 

Graduate school provided a deep background in securities analysis,

portfolio design, modern portfolio theory, and global economics. 

His extensive experience in working with clients to bring financial dreams 

into reality, has provided invaluable perspectives that cannot be

taught in classes and books, for example, how a new retiree

psychologically handles transitioning into a satisfying retirement.

Dennis is a member of the Dayton Classical Guitar Society and the

Lute Society of America.  Dennis's son, Alec, is continuing the

family musical interests as a singer/songwriter in Nashville, TN.     

Kyle Higgason, MBA

Education

Xavier University

Master of Business Administration degree awarded 2007

University of Kentucky

Bachelor of Arts - Political Science

Background

Kyle has been helping clients prepare for retirment since 1991. He has a depth of knowledge gained not only from the academic world, but also from his experience working for firms that include TIAA-CREF, PNC Investments and Fifth Third Securities.

Kyle is also an abritrator with FINRA, the Financial Industry Regulatory Authority.   

Kyle provides his clients with informed and level-headed perspectives on their financial matters and while handling their investments.

Kyle enjoys spending time with his wife and their three children. When he is not coaching youth sports like football, baseball or basketball, he can be found doing public address announcing for high school athletics.