Meet our newest Team Member: Dennis Carr
Dennis Carr, CFP®, joins the Forman Investment Services team as our CERTIFIED FINANCIAL PLANNER™ professional.
A native of Indianapolis, Dennis has spent his career in several different roles with Charles Schwab & Co., Inc. While at Schwab, he was responsible for approximately $300 million in assets and exceeded industry standards in client satisfaction and retention. His average client held over $1 million in assets.