Dennis Booker

Personal Wealth Advisor

Dennis has spent 23+ years learning from and helping clients develop and implement strategies to build successful financial plans. He loves being able to pull from the life experiences of hundreds (if not, thousands) of successful people and the strategy sessions that we have worked through to then share those lessons and solutions with current and new clients. He believes that it is so rewarding to see families realize financial goals and dreams that may not have seemed attainable in the early stages of a plan.

Dennis’ competitive nature means he passionately enjoys attending sporting events, specifically cheering for and supporting Atlanta United and LSU Tigers teams (Love Purple Live Gold). Philanthropically, Dennis and Kerri have a heart for supporting local community organizations that help and love those in need.

Dennis and his wife, Kerri, live in the downtown Alpharetta area along with their two rescue dogs Milo and Zusi (“the babies”). With their three children (ages 28, 21 and 18) out of the “nest,” they enjoy spending time with friends at the local restaurants, peaceful time together on Lake Lanier, and planning trips to visit the kids.

Prior Professional Experience

  • Financial Consultant – Charles Schwab & Co.

Associations and Affiliations

  • Advisory Council – North Fulton Community Charities

Licenses and Registrations

  • Series 65