Dennis Bielik is a Vice President and managing director at TCG Group Holdings. He began his
career in banking with Woodforest National Bank in Dallas-Fort Worth 13 years ago and has worked in the financial services/banking industry since 2005. He has experience working at firms such as Charles Schwab & TD Ameritrade. Dennis made the transition to TCG Advisors where he provides financial planning, estate planning, private banking, and investment advisory services.
Dennis is responsible for the oversight and day-to-day operations of TCG Advisors, and he works to maintain the relationships TCG Advisors has with its clients, participants, outside vendors, and financial representatives. His goal is to help as many people as possible outperform retirement.
He has two undergraduate degrees from The University of Texas at Arlington and a Masters in Political Science with a specialization in Political Economics. He currently holds the FRM (Financial Risk Manager) designation and Certified Associate of Project Management (CAPM). He holds three FINRA licenses, Series 7 (General Securities Representative), Series 63 (State Securities Agent), Series 66 (Investment Advisor Representative).
Areas of Focus
- Wealth management
- Financial planning
- Tax planning
- Cash flow analysis
- Estate planning
- Purchasing/selling of a business
Tax Planning Workshop
Join us for a 3 part series designed to help you understand the four stages of retirement and how to maximize your situation at each step.
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