Sr. Client Service Specialist
Dena began her career in the insurance industry and later transitioned to financial services in 2009 as a financial advisor for an institutional broker firm. She joined Heim, Young Wealth Management in 2013 and now Mercer Advisors, through their recent acquisition. Dena has obtained the FINRA Series 66, Life & Health license as well as the CRPC® certification. Dena applies her attention to detail in all aspects of her work and is the first point of contact for a large client base. She is dedicated to providing exceptional client service and offering support to her team in a variety of areas. Dena enjoys spending time with her husband, Brian, and their rescue dogs. In her spare time she enjoys reading, cooking and gardening.