Denny has spent most of his career helping Fortune 500 healthcare companies adapt to the rapidly changing healthcare environment - he pioneered population health at Davita Inc. and created a new financial model to adapt to the Affordable Care Act. In the private equity space, he restructured the largest privately held behavioral health company, negotiating payer contracts and vendor agreements to get the company back to profitability and positioned for sale. Denny managed operations for one of the largest and most complicated regions in Southern California for Optum Health, consisting of 9 multi-specialty medical groups with 60,000 lives and 100+ physicians and specialists.
Denny combines his experience in healthcare finance with this background in economics to help families and businesses create a clear path to financial independence. |
Qualifications
Securities Registrations held with LPL Financial
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Education
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Small Businesses
Denny specializes in helping small business owners and entrepreneurs.
- Asset allocation & ongoing investment management advice
- Retirement plan services
- Risk management
- Estate planning
- Cash flow management
- Planning for new investors, partners, or successors
Success shouldn't be measured in just dollars.A life well-lived is one full of adventure and service. You work hard for your money, so reward yourself with experiences and when you can, help others.
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