Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for The Demps Wealth Management Group
Team photo for The Demps Wealth Management Group

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Our advisors

Advisor photo for Bob Dennis

Bob Dennis

CFP®

Financial Advisor

Managing Director
Learn more about Bob Dennis Visit Bob Dennis's website
Advisor photo for Kenneth Demps

Kenneth Demps

Private Wealth Advisor

Managing Director
Learn more about Kenneth Demps Visit Kenneth Demps's website
Advisor photo for Bob Cline

Bob Cline

APMA®

Financial Advisor

Managing Director
Learn more about Bob Cline Visit Bob Cline's website
Advisor photo for Chad Halpin

Chad Halpin

CFP®

Financial Advisor

Associate Vice President
Learn more about Chad Halpin Visit Chad Halpin's website
Advisor photo for Lauren Keilman

Lauren Keilman

APMA®

Registered Practice Associate

Learn more about Lauren Keilman Visit Lauren Keilman's website
Advisor photo for Richard F Powell

Richard F Powell

Financial Advisor

Managing Director
Learn more about Richard F Powell Visit Richard F Powell's website
Advisor photo for Sheetal Patel

Sheetal Patel

CFP®

Associate Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Sheetal Patel Visit Sheetal Patel's website


Our team

Karen Gustafson

Karen Gustafson

Lead Registered Client Service Associate,

Client Relationship Specialist