Dennis Delphenich, president and founder
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.
After graduate school, Dennis began his financial advising career with one of the largest financial planning firms in Boston, MA, Bay Financial Associates.
Seeing the significant advantages of a registered investment advisory
firm over the traditional commission-based advisors, Dennis founded
Capital Portfolio Advisors, Inc. in 1993 and set it up as a registered
Graduate school provided a deep background in securities analysis,
portfolio design, modern portfolio theory, and global economics. The
last 20+ years provided additional 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 Boston, MA.
Cincinnati Christian University
Master of Arts in Counseling
Dan began his financial planning and investment couseling career with National Planning Corp in 2011 and later founded Sunset Wealth Management, a registered investment advisor. Dan merged his practice at Sunset Wealth Management into Capital Portfolio Advisors, Inc.
Dan is also an independent insurance broker for life, disability, health and long-term care.
Before his financial counseling career, Dan spent 16 years as a
Licensed Professional Clinical Counselor working in the areas of
family counseling and psychotherapy.
Dan's unique background gives him a particular talent to listen to
and counsel his clients toward reaching their full financial potential.
Dan lives with his wife, son and daughter in Maineville, Ohio.
University of Cincinnati
Master of Art in Community Counseling in 1997
Bachelor of Science in Education degree awarded 1995
Jenny began her financial advising career with Transamerica Financial Advisors, Inc. Jenny is also an independent insurance broker for life, health, disability and long-term care.
Jenny also has experience in clinical counseling, family counseling as well as in teaching. Jenny's unique counseling and
teaching skills make her particularly effective in working with her
clients to bring their financial dreams into reality.
Jenny spends her spare time with her husband and 2 sons and is
active in her local community, church and sits on the board of a local charity.
Bachelor of Arts in Finance degree awarded in 1991
Kraig began his financial planning and investment counseling career in 1992 with Mariner Financial Services. Kraig further honed his research-driven approach to investment management working with PaneWebber Inc. and eventually Merrill Lynch Pierce Fenner & Smith, Inc.
In addition to studying finance in college, Kraig has also studied theology at Christian Life School of Theology. Kraig lives with his wife and children in Lebanon, Ohio.
Capital Portfolio Advisors, Inc.
67 Rhoads Center Drive
Centerville, OH 45458
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