Keith Dennis, CPA
Having navigated the intricacies of finance for years, Keith’s career began at PwC, where he specialized in tax compliance and consulting for prominent private enterprises. Keith later transitioned to a niche firm, shifting his focus to high-net-worth individuals and institutional rental real estate.
After a decade in public accounting, he moved to a pivotal role in the finance department of the nation’s largest privately held broker-dealer/RIA. Throughout his tenure, he undertook diverse responsibilities, including spearheading tax strategies and financial planning as well as leading many of the firm’s financial analysis efforts.
Following years of leading tax and financial planning initiatives, Keith assumed the role of Chief Accounting Officer, where he utilized his expertise to optimize operations and drive expansion. Throughout his journey from early tax responsibilities to executive leadership, Keith cultivated a versatile skill set indispensable for finance professionals.
These skills encompass crafting three-way strategic forecasts, preparing GAAP compliant financial statements, implementing operational accounting controls, driving efficiencies, overseeing change management initiatives, tax compliance and consulting, assisting high-net-worth families, and much more.
At every stage, his mission has been to empower individuals and organizations to realize their financial objectives by providing nuanced expertise and fostering collaborative partnerships across all facets of finance and personal wealth.
Outside of the office, Keith values spending quality time with his wife and daughter, whether they’re enjoying time at home or exploring new places. He has a deep passion for mountain biking, skiing, gardening, and almost any outdoor activity.
Christina Dennis, EA
Beginning her career at Vitale Caturano (now RSM US), Christina specialized in tax services, catering exclusively to high-net-worth families and their affiliated entities. Transitioning to PwC early on, she joined their Personal Financial Services group, where her focus centered on assisting ultra-high-net-worth families in realizing their diverse objectives.
During her tenure at PwC, Christina played a pivotal role in facilitating tax planning and compliance, executing generational wealth transfers, supporting philanthropic endeavors, and managing risk for these affluent families. This experience served as a solid foundation for her subsequent role with an ultra-high-net-worth entrepreneur, where she spearheaded the establishment of their family office.
Over the ensuing decade, Christina nurtured and expanded this concierge family office model, offering comprehensive services encompassing wealth management, real estate investment, estate planning, tax optimization strategies, philanthropic initiatives, and risk mitigation.
Having successfully translated these competencies to benefit numerous ultra-high-net-worth families, Christina possesses a profound understanding of their unique needs and strategic objectives. With exceptional attention to detail and a strong commitment to integrity and personalized service, Christina continues to assist clients in achieving their financial aspirations with precision and dedication.
When Christina is not focused on catering to high-net-worth families, she is spending her time on all things health and nutrition. She loves the warmer months, traveling, and spending time at the beach with her husband and daughter.