About Denise
Denise provides a broad range of sophisticated financial counseling services to wealth and investment management clients, using her expertise in taxation, estate planning, asset allocation, and investment management to create and implement strategies that help clients achieve their financial goals.
She is admitted to practice law in the Commonwealth of Massachusetts and is a seven-time winner of the Five Star Wealth Manager Award, as published by Boston magazine.
Education and Professional Milestones
-University of Massachusetts at Amherst - bachelor of arts
-Suffolk University School of Law - juris doctor
-Joined Focus Partners Wealth in 2000
-Has worked for the law firm of Parker Scheer LLP
Denise provides a broad range of sophisticated financial counseling services to wealth and investment management clients, using her expertise in taxation, estate planning, asset allocation, and investment management to create and implement strategies that help clients achieve their financial goals.
She is admitted to practice law in the Commonwealth of Massachusetts and is a seven-time winner of the Five Star Wealth Manager Award, as published by Boston magazine.
Education and Professional Milestones
-University of Massachusetts at Amherst - bachelor of arts
-Suffolk University School of Law - juris doctor
-Joined Focus Partners Wealth in 2000
-Has worked for the law firm of Parker Scheer LLP