Dennis Dachtler: Succession Plan for Dachtler Wealth Management
Daughter Heather Dachtler in line to take over her father’s business.
FOLSOM, California – November 14, 2012 – Dennis Dachtler, founder and president of Dachtler Wealth Management, recently announced the appointment of his daughter as Vice President and CFO of the firm. Heather Dachtler joined Dachtler Wealth Management in 2010, following receipt of her Bachelor of Science degree in Business Administration with a concentration in Financial Services from San Diego State University where she graduated magna cum laude.
Heather Dachtler is presently working toward attaining CFP(R) designation, having passed the CFP(R) exam in November. While attending San Diego State University, she served an internship at MetLife. Dennis Dachtler is proud to add his daughter to the company; further solidifying plans to keep Dachtler Wealth Management in the family for many years to come.
Shortly after his own college graduation, Dennis Dachtler founded Dachtler Wealth Management with a vision to help others find financial freedom. Today, Dennis Dachtler has seen this vision grow to a thriving business, providing management for more than $150 million in assets.
According to Dennis Dachtler, when a potential client visits Dachtler Wealth Management, a thorough evaluation is completed. Dennis Dachtler and his team look at a client’s current financial state and make recommendations based on that individual’s stated goals. This in-depth financial review is one of the many things that sets Dachtler Wealth Management apart from others in the industry, says Dennis Dachtler.
In addition to this client consultation, Dennis Dachtler also offers educational events for the community. Dachtler Wealth Management provides complimentary consultation with legal and tax representatives of the clients.
Dennis Dachtler firmly believes in the importance of being a part of the local community. He serves on the board of directors of the Folsom Chamber of Commerce and Dachtler Wealth Management is a member of the Better Business Bureau, where it has an A+ rating.
After obtaining a B.S. in Business Administration with a concentration in Marketing from the University of Oregon, Dennis Dachtler received his certification as a General Securities Representative, and later, became a Series 66 Uniform Securities Agent. He is also licensed in Life, Annuities, and Long-Term Care Insurance.
Dennis Dachtler and the team at Dachtler Wealth Management focus on a wide variety of services, including tax strategies, estate plans, investment and retirement planning, and much more. Dachtler Wealth Management believes in education, keeping clients informed through newsletters and articles on its website, according to Dennis Dachtler. Clients also have access to a personal wealth homepage to help provide an overview of Dachtler Wealth Management services.
Dennis Dachtler lives in California with his wife. In addition to Heather, he has another daughter, Leslie, and believes in the importance of families spending time together. When he isn’t helping clients, Dennis Dachtler can be found on the green, where he is an accomplished golfer, having once been featured on AmateurGolf.com.
To set up an appointment for your own personal wealth consultation with the team at Dachtler Wealth Management, call Dennis Dachtler at 1-800-333-1855 or visit the company website at www.dachtlerwealth.com.
Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Dachtler Wealth Management are not affiliated. Additional products and services may be offered through Dennis Dachtler or Dachtler Wealth Management that are not offered through AIC. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Dachtler Wealth Management will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Securities products are currently limited to residents of AL, AR, AZ, CA, CO, FL, GA, IN, KS, LA, MN, MO, NC, NE, NM, NV, OR, PA, TN, TX, UT & WA.