Dennis N. Mainard, Managing Director

Dennis is a graduate of San Diego State University with a degree in Industrial Technology, and later attended Western State University, College of Law.  His financial services career began in 1984 and he became a CERTIFIED FINANCIAL PLANNER® practitioner in 1991. 

He was awarded the ACCREDITED ESTATE PLANNER® designation by the National Association of Estate Planners & Councils.  Additionally, he is a member of the North County San Diego Estate Planning Council. 

Dennis was a member of the Escondido Rotary Club and past treasurer for the Escondido Rotary Foundation Board. 

Dennis is a registered representative of Woodbury Financial Services, Inc., a registered broker dealer, member FINRA and SIPC.  He holds a series 24,7 and 63.  His California Insurance License number is 0669983.

Dennis and his wife, Betty, have been married since 1976, and have two sons Ryan and Jarrod. They have three granddaughters and one grandson. 

The family enjoys sports, camping and travel.  Dennis has been active in karate with his boys and now with his granddaughter.  Dennis and Betty live in San Antonio, TX and Dennis is becoming more involved in the game of golf.

Dennis feels “there is no job more rewarding than helping people meet their financial while providing a level of service beyond their expectations.  I believe that service is what sets our firm apart.  If we don't take care of our clients, then someone else will.