Samuel Dennis
WHY I CHOSE A CAREER IN FINANCIAL PLANNING
I have always been drawn to the concept of wealth accumulation and the long-term opportunities created through financial planning. From a young age, I had a natural entrepreneurial mindset. I regularly bought and resold limited clothing, sneakers, and thrifted finds, focusing on identifying undervalued items and selling them at a premium. That early experience taught me a foundational principle: value is often recognized by those willing to look deeper and act before the crowd. That same mindset carries over into the stock market. I am fascinated by the process of identifying companies that appear undervalued on paper and investing in them before broader public recognition takes place. What began as buying and selling clothing evolved into an appreciation for the complexity and strategy of public markets. At their core, both rely on understanding value, exercising patience, and executing with discipline. Discipline is one of the primary reasons I chose financial planning as a career. I consider myself a highly disciplined individual, and sound money management demands emotional control, patience, and consistency. I strongly believe that how you do anything is how you do everything, and in finance, discipline comes first. Markets fluctuate, emotions follow, but long-term success belongs to those who remain steady. I was also drawn to this field because of the clarity and peace of mind it can provide. I am often surprised by how many individuals lack a clear understanding of their current or future financial position. Financial planning allows me to bring structure, perspective, and confidence to an area of life that is too often neglected or misunderstood. Helping people feel organized and empowered about their future is deeply meaningful to me.
MY LIFE OUTSIDE OF WORK
Outside of the office, I prioritize habits that support long-term health, happiness, and peace of mind. I enjoy reading, working out, running, snowboarding, and golfing, all activities that reinforce consistency, focus, and balance. I also maintain a daily cold plunge and sauna routine, which has become central to both my physical recovery and mental resilience. These practices reflect the same principles I value in financial planning: preparation, discipline, and long-term thinking. I believe financial success should enhance quality of life, not distract from it. Here at LEGES our goal is to do just that. Outsourcing the burden of managing finances to us, in order to give our clients more time to do the things in life that they love to do.
CREDENTIALS
-Securities Industry Essentials (SIE)
-Series 65
