Our Team
Aaron A. Anderson, CFP®, CFA, EA
Managing Partner
Aaron Anderson joined DFS Advisors, LLC as a consultant in April 2014 and began service as a full time-analyst the following July. In January 2023, he took over the role of Managing Partner. ...
James C. Denton, CFP®, EA
Founder
980-444-0303
Jim Denton is the founder and previous Managing Principal of DFS Advisors, LLC. Prior to his financial planning career,...
Maxwell Fontaine
Financial Advisor
980-444-0303
Rachelle Anderson
Relationship Manager
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...
Rochelle Bassett
Customer Service Associate
Rochelle Bassett joined DFS Advisors in May 2021 where she serves as a Customer Service Associate in our Mooresville, NC office. Rochelle attended Sandhills Community College and Mitchell Community College. She previously...