Dennis Bacon

Dennis Bacon,

CPA, CFP®, CKA® Investment Management Consultant, 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.

Dennis has achieved the (CFP®) professional certification. Dennis is also a Missouri Licensed CPA, has completed the Institute of Investment Management Consulting program and is a Certified Kingdom Advisor®.

Dennis has stepped back from management responsibilities and now focuses on his select client base and assisting other advisors on complex situations and coaching on practice development.

Dennis and his wife, Michelle, have lived in Lee’s Summit since 1994 and have two grown children plus a daughter-in-law and 3 grandchildren. Michelle is a fifth-grade teacher at Summit Christian Academy. The couple’s daughter, Rachel, is the Kansas City area Manager for Dale Carnegie Training. Their son, Nathan, is the head baseball coach at Dordt University in Iowa. Nathan’s wife, Jackie works in corporate management of an online business, Ammo Can Man.

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™, and 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. The Investment Management Consultant title is awarded to those who complete the Raymond James institute of Investment Management Consulting program.