The Demps Group

Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We work with our clients’ attorneys and CPAs to help bring clarity and comfort by guiding our clients—and their families—through the process. Our clients typically have questions about issues like how to preserve their wealth, potential tax implications, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.


Advisors

Bob Dennis

Bob Dennis

Financial Advisor

Visit Bob Dennis's website
Jay B MacKenzie

Jay B MacKenzie

Financial Advisor

Visit Jay B MacKenzie's website
Kenneth Demps

Kenneth Demps

Financial Advisor

Visit Kenneth Demps's website

Team

Sheetal Patel, CFP(r)

Sheetal Patel, CFP(r)

Registered Client Service Associate,

Financial Planning Analyst
Lauren Keilman

Lauren Keilman

Registered Client Service Associate