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Helping You Navigate Your Financial Future

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My Clients Are My Priority

At Innovate Financial, my clients are my focus. I know you work hard, and I want your investments to work hard for you.

My Process

I create financial strategies that are tailored to your individual needs and goals.

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My History

My dedicated team has the experience necessary to guide you through all of life's moments.

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My Values

Honesty. Integrity. My values are infused into every aspect of my practice.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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Our Team

Dennis Durocher

Dennis P. Durocher, CFP®

Vice President, Financial Advisor

(920) 486-5565

dennis.durocher@lplfinancial.com

Shelbey Lyons

Shelbey Lyons

Admin Solutions Consultant

858-779-5691

shelbey.lyons@lplfinancial.com

Shelbey Lyons brings her expertise and knowledge to her partnership with Innovate Financial. As a Client Service Associate, she assists on administrative tasks and client management functions that allow us to focus on our clients'...

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