Denise joined Spivak Financial Group in 2025, bringing nearly a decade of experience in financial services from her time at Vanguard, where she specialized in Ultra High Net Worth clients. She holds FINRA Series 6, 7, 63, and 66 licenses and is dedicated to providing exceptional client service, guiding our clients toward the best possible financial outcomes.
Originally from Pittsburgh, PA, Denise moved to Phoenix in 2007. She earned a bachelor’s degree in accounting and a master’s in business administration. Outside of work, she is actively involved in philanthropic efforts, supporting the Phoenix Children’s Hospital Heart Center and the local High School Orchestra Boosters Organization. Denise resides in Phoenix with her husband and their three children.
