Broker Check
Maurie Dennis

Maurie Dennis

LPL Financial Advisor

Maurie has been a financial advisor for over twenty years. In building his practice, he has focused on building deep relationships with his clients and their families.  The satisfaction he gets from helping his clients anticipate their needs and working with them on how to pursue their goals and dreams is why he loves his business.

In 2019 he chose to affiliate his business with Advanced Financial Group, Inc., the largest LPL office in Northern Michigan.  The experienced staff and financial advisors at AFGI allow him to provide exceptional service for his clients and provide the opportunity for collaboration with other advisors in investment ideas and research. These resources allow him to focus on communicating with his clients and fine-tuning their plans.  He is honored by the number of individuals who allow him to serve them, their families, their companies, and their futures.

He has worked in the securities industry since 2000, starting with a training period at PaineWebber headquarters in New York. His interest in Modern Portfolio Theory, asset allocation, and portfolio construction began with this intensive program. 

His time with UBS (the largest asset manager in the world, at the time) honed his research skills and broadened his approach for investing. He saw the importance of understanding the total financial picture for the people and businesses he works with and began to focus on the roles of estate planning, tax planning, retirement planning, and insurance.

He has always had an entrepreneurial spirit; in 2007 he started his own financial planning firm: Superior Investments & Retirement Planning, Inc.  This venture taught him the ins-and-outs of running a business. In addition to the investing and client service aspect of his business, he learned how to manage employee relations and staffing, an accounting department, payroll, office maintenance, etc.  He bring this experience to his business clients.

Outside his profession, he participates in several personal and community activities.  He is a life-long resident of Traverse City, MI.  He and his wife Tara have been married since 2002. They have three children: Trey (15), Beckett (12), and Colette (9).  They love to travel, hike, bike, swim, and eat.  They spend the winters snowshoeing and skiing (with an occasional short trip to a warmer climate). They explore our beautiful area by camping and boating on summer weekends.