Dennis Eslick ChFC® RICP® CLU®
Founder | Chief Executive Officer
Denny founded Eslick Financial Group in 1978 with a commitment to providing thoughtful, comprehensive financial guidance. With more than four decades of experience, he has advised business owners, executives, and families on wealth accumulation, retirement distribution, business succession, and estate planning strategies.
His philosophy has always emphasized education, long-term relationships, and coordinated decision-making. Today, he continues to advise clients while supporting the firm’s generational transition and long-term continuity.
Areas of Focus
- Investment management
- Retirement distribution strategies
- Wealth transfer, charitable, and estate coordination
- Business succession and executive benefit strategies
Qualifications
- Chartered Financial Consultant® (ChFC®)
- Retirement Income Certified Professional® (RICP®)
- Chartered Life Underwriter® (CLU®)
- Investment Advisor Representative & Registered Representative with M Holdings Securities, Inc.
- Fiduciary standard of care
Education
- Bachelor of Arts in Business, University of Northern Iowa
- Chartered Financial Consultant® (ChFC®), American College of Financial Services
- Retirement Income Certified Professional (RICP®), American College of Financial Services
- Chartered Life Underwriter (CLU®), American College of Financial Services
Professional Associations
- Chairman, Planning Giving Advisory Council, University of Northern Iowa
- Past President, Black Hawk Estate Planning Council
- Past President, UNI Ever Loyal Club
- Past President, NAIFA Cedar Valley
- Hall of Fame Inductee, NAIFA Cedar Valley
- Member, Finseca
Interests
Denny enjoys spending time with family and friends, golfing, pickleball, and a passion for following basketball. He remains active in the community and values relationships built over decades of service.
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