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Atlantic Wealth Brokerage
Denise Appleby Consulting
Our Pension Specialist, Denise Appleby, is an invaluable resource for the agents we serve.
Denise is the CEO of Appleby Retirement Consulting Inc., a firm specializing in technical consulting for IRAs and employer-sponsored retirement plans, as well as providing IRA tools and resources to financial and tax professionals. With more than 17 years of experience in the retirement plan industry, she brings deep technical expertise and practical insight to complex planning scenarios.
She has co-authored multiple books and written more than 500 articles addressing retirement plan rules and regulations, making her a trusted authority and an exceptional asset to our agents and their clients.
For more information on Appleby Retirement Consulting:
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