Credentials Working for You

You benefit from Dena Minning’s entire career focused on investing

From buying her first stock in college while getting her Finance degree from the University of Florida in 1983, Masters degree from Case Western Reserve University in 1992, Chartered Financial Analyst designation in 1997 to obtaining her Certified Financial Planning designation in 2005, Dena has continually added to her education and expertise.  She has worked in the financial services industry almost exclusively and benefits from experiencing it through a number of perspectives, including banking, trust companies, brokerage and money management firms.

When working with Dena, you get a uniquely qualified, experienced and informed investment partner who is knowledgeable and sufficiently sceptical to help you make the most from your investments.