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Our Team

Welcome to Dachtler Wealth Management – your trusted partner in financial planning and wealth management.

Welcome to Dachtler Wealth Management – 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 Management, 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 Management family today and experience the peace of mind that comes from knowing your financial future is in caring, capable hands.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Dennis Dachtler

President and Financial Planner

Dennis Dachtler is Founder and President of Dachtler Wealth Management. He 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 Management, LLC. 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®

CFO and Financial Planner

Heather Huppe is a Certified Financial Planner™ professional, as well as a Retirement Income Certified Professional. She is a financial planner and Chief Financial Officer (CFO) of 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 Adviser (Series 66), and license in life and health, annuities, and long term care insurance (CA License #0H34357).

Janeen Ingram

Financial Planner

Janeen Ingram is an Accredited Asset Management SpecialistSM (AAMS®) 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 Adviser law 65, and is licensed in Life insurance, health, annuities and long term care (CA 0C59628)

Abigail Bigornia

Executive Assistant

Abi is the customer's first contact at our office. As the firm's head of first impressions, her energetic attitude has made her a favorite among clients and visitors. She has a strong background in customer service is responsible for scheduling and preparing for all appointments, customer relations, travel arrangements, assisting with client mailings and all administrative projects.

Richard Jarvey

Financial Planner

Richard is a financial planner at Dachtler Wealth Management, LLC. Prior to joining Dachtler Wealth, he worked in Customer Service in Telecom for over 20 years and has previous experience as a life insurance agent.

Richard grew up in Rancho Cordova. He obtained his Bachelor of Science Degree in Business Management from California State University, Sacramento. He maintains Uniform Investment Adviser (Series 65) and is licensed in life insurance, health, annuities and long term care (CA License #OB73505). Richard is a financial coach and assists clients in debt reduction strategies.