Dennis Packard
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Here to act in your best interests
About me
Early in my career, I served as an investment consultant and retirement specialist, helping clients with their financial and retirement planning. In 2006, I transitioned to a new firm and was instrumental in crafting their client-first, collaborative service strategy. My wife, Keri, taught in Oklahoma City public schools for 17 years, and our daughter, Kaitlyn, is studying economics at Oklahoma State University.
Certifications
CERTIFIED FINANCIAL PLANNERâ„¢
Education
Bachelor of Science, Finance - Oklahoma State University
Visit one of our Locations
Oklahoma City II - Oklahoma City (North)
13921 Quail Pointe Drive
Oklahoma City, OK 73134
Working with Us
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Certain services provided on an educational and guidance basis only.
