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Dennis I

Series 63

Toledo, OH

SPC

Dennis Isabell is a financial advisor with SPC in Toledo, OH, holding a Series 63 designation and 38 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2006. Outside of his advisory work, Isabell serves on the advisory board of the Salvation Army of Northwest Ohio. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment strategies.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Dennis I

Series 63, Series 65

Toledo, OH

SPC

Dennis Isabell II is a financial advisor at SPC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SPC and Sigma Financial Corporation for 20 years. His outside business activities include offering financial services and selling various lines of insurance through multiple insurance carriers. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers customized investment advice primarily through discretionary management and a range of account programs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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