Our Team

Dennis Dachtler

President and Financial Planner

Dennis Dachtler is Founder and President of Dachtler Wealth Management. He has over 30 years of extensive experience in wealth management and retirement income and distribution planning.

Dennis obtained his Bachelor of Science degree from University of Oregon and started his financial planning company right out of college. He maintains General Securities Representative Series 7, 24, and 52, as well as Uniform Securities Agent/Uniform Investment Advisor (Series 66). He also holds licenses in life, annuities, and long term care insurance.

Heather Dachtler, CFP®,RICP®

Vice President and Financial Planner

Heather Dachtler is a Certified Financial Plannerprofessional, as well as a Retirement Income Certified Professional. She is Vice President and a financial planner at Dachtler Wealth Management, LLC.

Heather graduated with Magna Cum Laude Honors from San Diego State University in 2010 with a Bachelor of Science Degree in Business Administration (Financial Services). There she also acquired a Minor in Economics and a Certificate in Personal Financial Planning. She maintains General Securities Representative Series 7, Uniform Securities Agent/ Uniform Investment Advisor (Series 66), and license in life and health, annuities, and long term care insurance (CA License #0H34357).

Richard Rouse

Financial Planner

Richard is financial planner at Dachtler Wealth Management, LLC. Prior to joining our firm, he was a financial planner at Mazers UK for 6 years.

Rich was born and raised in Leeds in West Yorkshire, England. He graduated with a Bachelors Degree in Business Administration from the University of Birmingham in 2008.

Theresa Lesavoy

Director of Client Services

Theresa has been with the company since August 2003. As the Director of Client Services, she assists our valued clients with all their account questions and requests, ensuring our clients continue to receive the superior standard of service they have become accustom to. She plays an integral role in supporting our team of financial planners and managing the firm's office operations.

Abigail Bigornia-Hill

Executive Assistant

Abi is the customer's first contact at our office. She has a strong background in customer service is responsible scheduling and prepping for all appointments, customer relations, travel arrangements, assisting with client mailings and all administrative projects.

Kyle Monney

Life and Health Agent

Kyle is a relatively new addition to our family here at Dachtler Wealth Management having joined the company in 2015. He graduated with a Bachelor of Arts Degree in Technical Writing and a minor in Business Administration from Eastern Washington State College in 1983.

He obtained his Life and Health license with the state of California in 2011. Kyle specializes in the various types of Life Insurance and Medicare Supplement Insurance for those on Medicare.

As a Vietnam Veteran and a Baby Boomer himself, Kyle understands the needs of this generation and works diligently to provide the best in service and support.