Obtain more information about our firm and its financial professionals on FINRA’s BrokerCheck | Form CRS
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Obtain more information about our firm and its financial professionals on FINRA’s BrokerCheck | Form CRS
“Coming together is a beginning; keeping together is a progress; working together is success.”
“Coming together is a beginning; keeping together is a progress; working together is success.”
The Money Concepts International Management Team is a highly-focused group of consummate professionals, with each individual bringing years of expertise in financial management, risk management, licensure and contracts, business administration, and international finance.
We understand that it’s not just expertise, but also having trust and a team who will always be by your side is crucial to having the support you need. It’s why we take great pride in the fact that every member who started their journey with us has been part of our company for many years and brings a long tenure and expertise to the table.
Our team’s commitment is to help our Financial Professionals help individuals and families achieve a secure financial future through sound financial planning.
Securities through Money Concepts Capital Corp. Member FINRA / SIPC. Investments are not FDIC or NCUA Insured. May Lose Value – No Bank or Credit Union Guarantee. Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States.
Denis Walsh is President / CEO of Money Concepts International, Inc. and Money Concepts Capital Corp. He joined Money Concepts in 1981, after graduating from Florida State University with a degree in Risk Management. Denis was elected to President in 1997 and in 2006 he become CEO. His responsibilities included the long term development of the Money Concepts companies and its day-to-day operations.
Denis Walsh is a Certified Financial Planner™, Certified Fund Specialist, Registered Financial Consultant, and a Certified Estate Planner. He also holds nine (9) FINRA Securities licenses.
Allen began his career in the insurance and financial services industry in 1984 after graduating from Jacksonville State University. After a successful start in personal practice he turned his attention to field management positions focusing on recruiting, training and business development. His passion to help others achieve more has been the foundation of his career that includes serving as Marketing Director for two large agencies and Chief Marketing Officer to two securities broker-dealers.
Allen received a BS Marketing degree from Jacksonville State University. He is licensed in Financial Services Series 7, 24, 63 and Insurance Life, Disability, and Health.
Kenny Parker Sr.’s advisory roots are grounded in financial institutions where he began his career in 1977. He first provided insurance products through banks located throughout central Missouri. Within three-years, Kenny realized the need to search for a new way. A new way to offer his clients a more extensive array of solutions while not being restricted to any one product company.
In January of 1980, Kenny was invited to a Money Concepts recruiting seminar. This meeting opened his eyes to what he had been searching for, and he immediately joined Money Concepts International. Within a few short years, Kenny became a multi-state Regional Director. Since then, he and his team have expanded their business footprint dramatically.
Over the years, Kenny has not only helped individuals reach their financial goals but has successfully established multiple financial institution-based solutions centers. Kenny and his team have continued to train new advisors in financial institutions while also helping to improve the operation and profitability of established financial solutions centers.
Kenny’s beginnings in a bank have come full circle. With nearly forty years of experience providing client Financial Advisory solutions, he now serves as the National Director of the Money Concepts Financial Institutions Division. He and his uniquely equipped team of professionals are prepared and excited to aid in establishing a customized, holistic, and balanced financial planning solutions center in your community.
As Executive Vice President and Chief Compliance Officer, Terri Walsh ensures all regulatory compliance procedures are followed and up to date. Additionally, she is responsible for identifying potential compliance risks and mitigating them as soon as possible.
Walsh graduated Cum Laude from Florida State University with a Bachelor of Science in Marketing; she was also honored with a membership into the National Honor Society. She is a participating member in multiple professional organizations, including the National Society of Compliance Professionals, SIFMA Compliance & Legal Society, and National Association for Female Executives.
Walsh holds several FINRA licenses, including Series 4, 7, 24, 63, 65, and Life, Health, and Variable Contract Insurance Licenses. These qualifications enable her to fulfill her current role effectively and efficiently, ensuring that Money Concepts operates in full compliance with all applicable regulatory guidelines.
With over 25 years of experience in financial planning, investments, insurance, and estate planning, Duane Porter brings a wealth of knowledge to his role as Senior Vice President of Coaching & Training. In his current role, he is responsible for coaching, motivating, and providing resources to the company’s diverse field force. His passion and commitment to client and financial professional development are evident in the unwavering support he provides to the Money Concepts community, helping others to achieve their full potential and take their skills to the next level.
Prior to joining Money Concepts, Porter worked with Credit Union programs at CUNA Mutual Group and CUSO Financial Services, Inc. Duane and his wife Leean later founded DFP Financial & Consulting in 2019, on the principle that “true wealth isn’t just what you leave people, it’s also memories and legacy you leave in people.”
Despite his professional achievements, Porter’s roots remain firmly planted in his rural upbringing on a small cattle ranch in Southern Oregon–an upbringing to which he attributes his deep appreciation of hard work and family. Porter and his wife have been married for 28 years and enjoy spending time with their family, including their three grandchildren. When not working, they can both be found camping, riding horses, and exploring the beauty of Central Oregon. Porter is an avid fly fisherman and frequents the Crooked River as often as possible.
Barry Rittman joined Money Concepts in 2003 and is a Certified Public Accountant and FINRA Series 27 licensed Financial Operations Principal. He has an expertise in corporate accounting specifically within a broker dealer environment. Prior to joining Money Concepts, Barry was a Vice President and Controller with Zurich Life’s independent broker dealer. His tenure also includes Controller positions with Wall Street brokerages.
Barry began his career with the international public accounting firm of BDO Seidman. He received his B.S. in Accounting from the State University of New York at Binghamton and is a member of the New York State Society of CPA’s.
Marck started working with Money Concepts in 2009 as a technology consultant. In 2016, he joined as Vice President of IT/Business Technology Services and enjoys working with our advisors in building their practice to maximize efficiency and streamline their day-to-day operations. Prior to relocating in South Florida, Marck lived in New York City where he enjoys volunteering his time at the local community center and doing missionary work overseas.
Susan started her career with Money Concepts International, Inc. in July 2000 as Director of Marketing and Meetings. In 1986, she graduated from Florida State University with a Bachelor of Science degree in Marketing. She worked in the Retail Industry for fourteen years, during which time she was involved in management, marketing, advertising, buying and purchasing for major department stores.
As Senior Vice President of Corporate Meetings for Money Concepts International, Inc., Susan is responsible for planning all annual meetings and conventions and the development and design of all marketing materials and supplies. She is a participating member of Meeting Professionals International, the National Association for Female Executives and Meeting Professionals Network.
Liza Perlow joined Money Concepts in 1996. As Vice President and Compliance Officer, she focuses on enterprise risk management, operational risk, and acting as a liaison between the Firm and Regulators. She is also responsible for overseeing and enhancing the firm’s Anti-Money Laundering Program.
As a Certified Fraud Examiner with FINRA Licenses 7, 24, and 63, Perlow has worked closely with executive teams to develop compliance strategies that mitigate risk and protect the integrity of the company. She is a Member of the Association of Certified Fraud Examiners (ACFE), the Association of Certified Anti-Money Laundering Specialists (ACAMS), and the National Society of Compliance Professionals (NSCP).
Prior to joining Money Concepts, Perlow worked for a CPA firm in New York city.
Jim Joined Money Concepts in 1992 at which time he earned the FINRA Series 7. He went on to earn the Series 4, Series 24, Series 63, and Series 65 in 1993. Operating as a Compliance Officer here at Money Concepts, Jim is a dedicated and valuable team member and he will always greet you with a warm smile.
As Vice President of Operations, Rob strives to develop a Dedicated Service Model with the goal of assisting Money Concepts Financial Professionals to achieve operational efficiency.
He joined Money Concepts in 2021 and currently oversees the Trade Review & Asset Movement (TRAM) team, and Advisory Services teams. After graduating from UCF in 2010, Rob has worked in various BD & RIA operational roles between Pershing LLC, Citigroup (CPWM & CPB), & Cetera Advisor Networks. Rob realizes that strong meaningful relationships, efficient communication, and advanced problem-solving skills will be the catalyst for the home office to help with taking your practice to the next-level.
Tricia Starke, a native Floridian with a dual citizenship in the Bahamas, graduated with an Associate’s degree in Business from Palm Beach State College. Tricia began her career in the financial industry in 1983 with 26 years of experience where she had the opportunity to work in operations, trading, direct way areas among others. She joined Money Concepts in March of 2010 as the Executive Administrative Assistant to the President and CEO, Denis Walsh. Tricia was promoted to VP of Administrative Services in January 2017. In this role, she is responsible for overseeing the Commissions and Licensing Departments.
Michael focuses on supporting the talent acquisition strategy and delivery for Money Concepts. He and his team work on sourcing, attracting and landing advisors with diverse backgrounds to partner with Money Concepts for mutual, long term growth. With more than 10+ years at Money Concepts, Michael understands the inner workings of the back office and enjoys working with the different regional offices to support their growth efforts.
Michael enjoys quality time with his two sons in addition to golfing, boating and exercising. He maintains his Series 7, 66, Florida 2-15 Life, Health & Annuity licenses.
JP works to increase efficiency and drive strategic initiatives through collaboration, streamlining processes, and providing data-driven insights for informed decision making. He graduated from the University of North Florida with an education and passion for history. JP uses the lessons of the past to identify patterns and apply learned wisdom to navigate complex issues with foresight. He began his career at Money Concepts with an internship while pursuing his undergraduate degree. After graduating, he was hired on full time to work on projects optimizing systems in areas of the firm including compliance, technology and data driven analytics. Utilizing his experience, he has driven many firm initiatives, such as creating resources for advisors and employees to increase insight and productivity, fostering collaboration across departments, and inspiring longevity. JP is Series 99 licensed.
After a short apprenticeship, Christopher Blair founded Blair Financial Planning in 1995 to offer comprehensive financial planning and investment services to Clients in Colorado. Since then, he has grown the firm to include Clients in several states including New Mexico, Kansas, California, Oregon and Washington. He renamed the firm Maestro Associates in 2017 to better reflect the firm’s planning advantage and core values.
At Maestro Associates, Chris helps his Clients plan for and attain their financial goals, whether it be buying a new car, managing a large real estate portfolio, or preparing for financial independence. His philosophy focuses on understanding Clients’ values, goals, and emotional needs in order to produce a comprehensive and effective financial plan.
Chris Blair received a Bachelor of Arts Degree from Whitman College in 1990. In 1993, he received both a Juris Doctor and Masters in Business Administration from the University of Denver. Chris attained the CFP (Certified Financial Planner) designation in 2007. He holds FINRA Series 6, 7, 24, 26, 63 and 65 licenses. He also maintains Life, Heath and Annuity licenses in the state of Colorado and numerous other states.
Chris is married to Manisha Blair and, together, they have two children, Anand and Sonali. Chris enjoys hiking with his family, travel, reading, and watching soccer and volleyball.
Connect with us to discuss what that could look like for you.
