PDF Dennis Stokes, CRPC - Crossbridge Wealth

Dennis Stokes, CRPC?

Vice President Wealth Manager Chartered Retirement Planning CounselorTM

Dennis came into the financial industry with a mission in mind. "I want to help people develop true wealth, so they can have a lasting impact on their family, community, and world. Charles Wesley said: `Make all you can, Save all you can, and Give away all you can.' I think he understood the difference between being rich and having true wealth." Dennis is a graduate of Louisiana Tech University and New Orleans Baptist Theological Seminary and served in campus ministry and in the local church for 25 years. He began his career in financial services with Merrill Lynch in 2008. In 2015 Dennis joined CrossBridge Wealth Management, LLC, a Christian expression of a full service, comprehensive wealth management firm. Dennis works with a diverse group of clients who are serious about planning for their retirement years and have sought to accumulate significant assets towards that goal. Building relationships with clients that are based on care, respect, honesty and integrity is the essence of his practice. Dennis enjoys assisting clients who wish to have their faith and values reflected in their investments by offering Values Based Investing solutions.

Dennis will help you establish objectives, develop an appropriate strategy, and make recommendations to connect all of the pieces of your financial life. In the area of retirement planning he can help you preserve the wealth you've already worked hard to accumulate and explore ways to continue growing your assets. He will help you define your goals, project spending based on how you want to live in retirement and determine what income requirements will be necessary to achieve that lifestyle. Dennis will conduct regular reviews with you to help monitor your progress towards reaching your goals and keeping your strategies consistent with changes that take place in your life. Dennis can be reached at 423-477-4311 or dennis@

Dennis and his wife, Angie, have two grown children, Kevin and Emily. They attend Grace Fellowship and are a part of the Hospitality Ministry and Small Group Ministry. He enjoys bass fishing, fly fishing, golf, basketball and pickleball. Dennis also enjoys assisting churches, on an interim basis, in music ministry and teaching Dave Ramsey's Financial Peace University.

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