Denise is the organizational heartbeat of i•financial. As Office Manager and Paraplanner, she ensures the firm operates with precision, warmth, and the kind of client‑first experience that makes people feel truly cared for. Detail‑oriented and deeply committed, she supports both clients and advisors with a seamless blend of operational excellence and personal attention.
Denise joined the firm in 2017 after more than 20 years in the nonprofit sector, where she served in roles including geo‑statistical analyst, database manager, and advocate. Her analytical mind, creative problem‑solving, and compassionate spirit continue to shape the experience clients feel the moment they interact with the team.
A longtime San Antonio resident, Denise and her husband, Kevin, have called Texas home for nearly three decades. Their daughter, Perry, and her husband recently welcomed a son, Atticus, bringing immense joy to the family. Their son, Curran, is flourishing in his architecture career in Dallas. Denise enjoys traveling, walking along the San Antonio River, reading, playing games, and discovering new experiences.
She holds a BS in Statistics from George Washington University, as well as multiple industry licenses and her FPQP® designation.
The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations.
Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Tax planning services provided by Jacob Nuno through i*file Tax Planning and Preparation Services are separate and unrelated to Commonwealth.
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