Denise Appleby, CISP, CRC, CRPS, CRSP, APA
Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA tools and resources for financial and tax professionals. She has over 17 years of experience in the retirement plans field, which includes providing training and technical consultation to financial and professionals.
Denise has provided training, including CE approved courses, to thousands of financial advisors, as well as tax and legal professionals on the rules and regulations that govern IRAs, SEP IRAs, SIMPLE IRAs and employer sponsored qualified plans.
Denise is also CEO and creator of www.retirementdictionary.com , a free consumer website containing a wealth of information about retirement accounts rules and regulations.
Denise has appeared on CNBC's “Business News,” Fox Business Network, and numerous radio shows, as well as being quoted in the Wall Street Journal, Investor's Business Daily, CBS Marketwatch's Retirement Weekly, and other financial publications, where she gave insights on the rules and regulations that govern retirement accounts.
Denise written over 500 articles on the rules and regulations that govern IRAs and employer sponsored retirement plans, and has co-authored several books on retirement accounts:
Marjorie Wellington, Business Manager
Marjorie is charged with the efficient operation of the business and also co-ordinates speaking engagements for Denise Appleby. She brings a wealth of knowledge and experience garnered over two decades in the financial services sector. She is a Customer Service guru. Marjorie holds a post-graduate degree in Business Administration from Heriot-Watt University, Scotland.
She is an avid sports fan who cherishes the time spent with family and friends. She is the Founder of Caring Hearts for the Elderly, a charitable organization impacting the lives of indigent senior citizens.