After starting her career in the financial planning industry in 1993, Denise attained both the Chartered Financial Planner and Certified Financial Planner designations in 1998. Denise and her long-time business associate, Todd Rankin, envisioned a holistic financial planning practice focused exclusively on individuals and families. This vision culminated in the formation of Rankin Rice Wealth Management Inc. in the fall of 2004. Denise says, “I’m fortunate to have the luxury of spending extra time with my clients to really get to know them and their families. The time spent with clients in the initial stages and throughout the relationship provides enormous value in matching each client’s personal objectives for investment, tax, retirement and estate planning with the best selection of personalized services and products available.”
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.