Dennis Bacon
Dennis Bacon, CPA, CFP® Partner | Chief Investment Officer, BWA

Plans fail when there is no counsel, but they succeed when advisors are many. PROVERBS 15:22

Dennis enjoys serving the financial planning needs of his clients in the Kansas City area and has been doing so since 1993. He is committed to providing client-centric service that focuses on meeting each client’s individual needs.

In order to provide a higher level of service for clients, Dennis has achieved the CERTIFIED FINANCIAL PLANNER™ professional certification that required him to complete the arduous CFP® certification process. It also requires him to meet ongoing renewal requirements and holds him to rigorous ethical standards. Dennis achieved certification as a CPA* after receiving a bachelor’s degree in accounting from Harding University. His required CPA continuing education keeps him abreast of current financial and tax issues. Dennis has also completed the Institute of Investment Management Consulting program and is a Certified Kingdom Advisor®.

Though Dennis enjoys the technical aspects of his work, his greatest passion is applying his experience and expertise - plus a comprehensive knowledge of each client’s goals and tolerance for risk - to develop personalized solutions designed to help clients meet life’s challenges with confidence.

Dennis and his wife, Michelle, have lived in Lee’s Summit since 1994 and have two grown children plus a daughter-in-law. Michelle is a fifth-grade teacher at Summit Christian Academy. The couple’s daughter, Rachel, was a student-athlete at Harding University and resides in Knoxville, TN working with the Dale Carniege Organization. Their son, Nathan, is the head baseball coach at Dordt University in Iowa. Nathan’s wife, Jackie works in corporate management of a thriving on line business.

Active in the community, Dennis is a member of the Lee’s Summit Chamber of Commerce and serves on the board of directors of Rachel House & Greater Kansas City Fellowship of Christian Athletes. Dennis is also involved with his church and other area charities. When Dennis is not working or volunteering, you will most likely find him with his family, at the lake fishing, traveling or watching Chicago sports.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

* Tax services are not provided by Raymond James. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Raymond James is not affiliated with any of the above mentioned organizations.