Dennis Harrelson ChFC®

Professional Experience

Dennis graduated from Columbia College and, soon after, served a tour of duty in Vietnam. After being honorably discharged from the U.S. Army, he entered the financial services industry. Dennis has over 50 years of experience in financial services and is a Chartered Financial Consultant (ChFC®). Dennis is the co-founder and CEO of OMNI Financial Services and OMNI Resource Group. He is highly involved in helping the firm's clients reach their goals. He is one of Florida's highly educated and experienced in the area of business planning. His specialty is consulting with business owners to help them develop strategies to grow their businesses, become more efficient and increase their profits. He also helps business owners protect their businesses and turn them into income streams in retirement. Away from the office, his primary passions are cycling and spending time with his family.

Professional Services:
Business

Business Succession Strategies
Business Valuation Analysis
Buy/Sell Agreements and Funding Strategies
Executive Compensation and Incentive Plans
Key Employee Protection and Retention Strategies
Employee Benefits
Business Retirement Plans

Personal

Family Protection Strategies
Risk Management
Financial Planning
Retirement Plans
Investment Strategies and Wealth Management
Education Funding
Estate Planning
Charitable and Gifting Strategies