Broker Check

Our Team

James C. Denton, CFP®, EA

Managing Partner

jim@dfs-advisors.com

Jim Denton is the founder and managing partner of DFS Advisors, LLC. Jim entered the financial services profession in 1989 as an account executive for a major life insurance carrier, and its subsidiary securities firm. He has been in...

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Aaron A. Anderson, CFA, EA

Partner, Financial Analyst

aaron@dfs-advisors.com

Aaron Anderson joined DFS Advisors, LLC as a consultant in April 2014 and began service as a full time-analyst the following July. He was promoted to Partner upon receiving his Chartered Financial Analyst designation through the CFA...

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Carole Ann Sarson

LPL Financial Planner

carole@dfs-advisors.com

Carole Ann Sarson, a Certified Insurance Counselor, joined DFS Advisors, LLC in August 2011. Carole is a registered representative securities agent as well as a licensed life, health, property & casualty and disability insurance agent,...

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Fran Lunn

Office Manager, NJ Branch

fran@dfs-advisors.com

Fran Lunn serves as Office Manager and Administrator in the New Jersey office. Prior to moving to New Jersey in 1998, Fran worked as a Microbiology Technologist and Assistant to her Supervisor at Highland Hospital in Rochester, NY. She...

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Rachelle Anderson

Customer Service Representative

rachelle@dfs-advisors.com

Rachelle Anderson joined DFS Advisors, LLC in August 2015. She is an Administrator and Customer Service Representative in the Mooresville, North Carolina office. Rachelle graduated from Cedarville University in 2001 with a Bachelor's...

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