Our Team
Welcome to Dachtler Wealth Advisors – your trusted partner in financial planning and wealth management.
As a trusted family-owned firm, we understand the importance of safeguarding what matters most: your family's future.
At Dachtler Wealth Advisors, we go beyond traditional financial services, offering personalized strategies designed to help individuals and families achieve their unique financial goals.
With decades of combined experience, our dedicated team treats every client like a member of our own family, providing tailored strategies to build, protect, and preserve your wealth for generations to come.
Join the Dachtler Wealth family today where our goal is to help you experience the peace of mind that comes from knowing your financial future is in caring, capable hands.
Dennis Dachtler
Founder
Dennis Dachtler established Dachtler Wealth with a dedication to helping families navigate their financial futures. His daughter, Heather Huppe, and son-in-law, Richard Rouse, now proudly continue his work, honoring the family tradition he began. Dennis has over 40 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 Adviser (Series 65). He also holds licenses in life, annuities, and long term care insurance (CA License #0658362).
Dennis and his wife, Susie, live in Folsom, CA near their two adult daughters and 5 grandchildren. Dennis enjoys golfing and being a grandpa.
Richard Rouse
Financial Planner
Richard is financial planner at Dachtler Wealth Advisors. Prior to joining our firm, he was a financial planner at Mazars UK for 6 years.
Richard 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 Adviser (Series 66), and license in life and health, annuities, and long term care insurance (CA License #0K29289).
Heather Dachtler Huppe, CFP®, RICP®
Financial Planner
Heather Huppe is a CERTIFIED FINANCIAL PLANNER® as well as a Retirement Income Certified Professional. She is a financial planner and CEO of Dachtler Wealth Advisors, 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 a license in life and health, annuities, and long term care insurance (CA License #0H34357).