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 51, as well as Uniform Securities Agent (Series 63) and Uniform Investment Advisor (Series 65). He also holds licenses in life, annuities, and long term care insurance (CA License #0658362).

 

Heather Dachtler Huppe, CFP®,RICP®

Vice President and Financial Planner

Heather Huppe 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 Economics from the University of Birmingham in 2008. He 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 #0K29289). 

 

Janeen Ingram

Financial Planner

Janeen Ingram is an Accredited Asset Management Specialist with over 20 years of experience in managing clients investible assets, financial planning and as an instructor for industry continuing education.

Janeen obtained a Bachelor of Science degree in Agriculture Business from California Polytechnical State University San Luis Obispo in 1998.  She maintains a General Securities Representative Series 7, Uniform Securities State Law 63, Uniform Securities Investment Advisor law 65, and is licensed in Life insurance, health, annuities and long term care (CA 0C59628)

 

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.