Who We Are

Denise Wilson FPQPTM

Administrative Paraplanner

Denise graduated from Bowling Green State University in 1989 with a Bachelor of Arts & Science degree in Interpersonal & Public Communication. Before joining Wealthquest, Denise spent nearly 15 years working for Schaeffer’s Investment Research as a Senior Executive Assistant.Denise earned the right to use the Financial Paraplanner Qualified Professional (FPQPTM ) designation (formerly known as Registered Paraplanner RP® ) in 2012.

Denise is married and has a daughter. In her free time, she enjoys watching her daughter play softball and golf, boating, and gardening.



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SERVICE OFFERING
Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
 
$5,000 - $350,000

Pay Separately

 
 
 
 
 
$350,000 - $2,500,000
 
 
> $2,500,000