Denise Talbert

Denise has been with Bain Wealth Management since 2006. Investing and financial planning was not part of her experience, growing up. And after navigating a steep learning curve coming into the financial industry many years ago, she is now passionate to educate and empower individuals, especially women investors.

A dynamic speaker, she loves to reach out to our local community, presenting on a variety of topics, including holistic financial planning, women investors, retirement planning, financial literacy, and investing basics.

Holistic financial planning is so much more than managing investments, and Denise is keen to incorporate the various elements that are key to financial success and helping our clients find their freedom. Professional and persistent, her knack for getting to the bottom of complex situations, coupled with her calm demeanor, allows her to effectively assist and advocate for our clients. She holds a Series 65 securities registration.

Denise relishes opportunities to teach, whether in client meetings, community groups, women’s gatherings, or classrooms. She strives to ensure that each person who walks through our doors is well informed and equipped, so they can make wise financial choices that honor their own values. She is keen to preserve and build Bain Wealth Management’s culture of teamwork, excellence and personalized service that sets us apart.

Along with her husband Scott, raising their four young children is one of her life’s greatest joys. They are active members of their church, and Denise enjoys getting outside for gardening, hiking, and camping with family and friends.