Client Advisory

Biography

Dena is an Associate in the Louisville office, where she has more than 20 years of client-facing experience in the financial services industry. She is responsible for providing clients with high-touch administrative support related to their accounts while continuously building positive long-term relationships.

Prior to joining Cerity Partners, Dena served as a Client Relationship Specialist with ARGI Financial Group. In this role, she assisted wealth advisors on the Personal Planning Team while also providing personalized service to clients and handling any account-related needs. Before ARGI, she was a Client Care Administrator at Guidance Capital, a Sales and Service Representative with PNC Bank, and an Officer at Northern Trust Bank in Chicago.

Outside of work, Dena enjoys exercising, gardening, and giving back to the community.

Education

  • B.S. in Finance from DePaul University in Chicago
  • MBA from DePaul University in Chicago

Highlights

  • Volunteer with Special Olympics

Connect with Dena

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