Dennis Joppe, CFP®,CFS MFSF,RICP
President
Dennis Joppe has over 43 years of experience in the financial services industry, has a Master's of Science Degree in Financial Services from the American College, and also holds the professional designations of Certified Financial Planner (CFP®), Certified Fund Specialist (CFS), and is a Retirement Income Certified Professional (RICP). Dennis is a financial advisor with LPL Financial and holds the Series 7 (General Securities), the Series 24 (General Securities Principal), Series 65 (Uniform Investment Advisor) and Series 63 (Uniform Securities Agent) registrations all held with LPL Financial.
Mr. Joppe established First Mutual Investment Management, Inc. to offer long term financial strategies covering the disciplines of Retirement, Tax, and Investment planning offering a "personalized" approach to help guide clients in working toward their financial goals.