Dennis Bielik, CFP®, CFA, FRM®
Executive Vice President and Managing Director
Contact Information
900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Phone: 512-600-5388 | Fax: 737-704-0496
Background
Dennis Bielik oversees operations of TCG Advisors, a HUB International company (TCG), where he works to nurture the relationships TCG Advisors has with its clients, participants, outside vendors, and financial representatives. His goal is to serve his clients to outperform their retirement goals.
Dennis holds undergraduate degrees from The University of Texas at Arlington as well as a Masters in Political Science with a specialization in Political Economics. Dennis began his career in banking with Woodforest National Bank in Dallas-Fort Worth in 2007 and has worked in the financial services/banking industry since 2005. His experience spans a successful career at Charles Schwab and TD Ameritrade.
Dennis made the transition to TCG Advisors in 2018 where he provides financial planning, estate planning, private banking, and investment advisory services. 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
HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S.
*Some of the services listed above may be provided outside of HUB International and its affiliates.