Our Qualifications
Dennis M. Prost, a Certified Financial Planner, with over 20 years experience, specializes in working with investors to reduce their future tax liability. Dennis welcomes anyone who is serious about planning for their financial future.
Dennis is a HS Dent Financial Advisor, who wholeheartedly subscribes to the Dent Method - economic forecasting based on changes in demographic trends. Dennis welcomes the opportunity to assist you with your investments. Dennis' background includes:
Education:
Master of Business Administration - Central Michigan University
Bachelor Degree in Health Services Management – Ferris State College
Bachelor Degree in Business Administration – Ferris State College
Certified Financial Planner – College of Financial Planning
Previous Experience:
Licensed Nursing Home Administrator – 5 years
Equitable Life – 4 years
However, it takes more than education or experience to run a successful company. It takes a dedicated team.
Jo Smith – Office Manager
Jo’s experience includes 20+ years in computers, as well as web design, and office management. Jo has been with Strategic Funding since January 2005.
George Zobian
George joined Strategic Funding in 2008. He earned a degree in Business Management and has spent his entire career in the financial sector. He spent 10 years in the mortgage industry and then transitioned into the financial planning industry through Merrill Lynch.
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