Wednesday, February 22, 2012
 
Advisor Bios

W. Dennis Hutchison, CFP®, CPA
Principal

"Stability and confidence in an environment of growth and change requires prudence and creativity.  It is our intention to build Hutchison Whitehead on principles and acumen derived from experience, motivated by relevant empirical data and limited by a keen sense of risk management."
 
Mr. Hutchison is a CERTIFIED FINANCIAL PLANNER™ professional and principal of Hutchison Whitehead.  He has over 30 years of experience in tax management and financial planning as a Certified Public Accountant.  In 1976 he founded Hutchison & Company, a CPA firm, where he remains active in the accounting profession.  He has assisted clients in financial and estate planning, tax planning, corporate capital structuring and other traditional accounting advisory services.  Mr. Hutchison has had oversight responsibility for real estate development projects and business financial restructuring, served on corporate boards, held elected office and owned and managed a manufacturing facility. 

In addition to direct client involvement, Mr. Hutchison’s responsibilities with the organization include overseeing the organizational structure, development of associates’ acquisitions, mergers with like minded financial organizations and firm strategic planning.  His vision of consolidating various aspects of traditional financial planning services and practical tax and management experience has been incorporated into Hutchison Whitehead.

Dennis can be reached at
dhutchison@hwwealth.com or by calling 724.873.8755 ext. 2802.


 

J. Michael Whitehead, CFA, CFP®
Principal

"Attempts to pick stocks and time the market have proven futile in the long run.  We believe that our structured passive global portfolios are the best vehicle for meeting our clients’ financial goals."

Mike’s primary duties include constructing global portfolios that capture market return while minimizing cost and tax consequences to the client.  His investment strategies are based on modern portfolio theory, Nobel Prize winning research, and the efficient market theory. 

In 1999, Mike graduated Magna Cum Laude from Virginia Tech with a Bachelor of Science in kinesiology and a minor in chemistry.  His analytical background led him to research in the field of finance and the foundation for his belief in efficient markets. 

Using asset allocation, the portfolios that Mike constructs seek to achieve the highest rate of return for any amount of risk; or, from an alternative perspective, the least amount of risk for any given amount of return.

Mike is a CFA Charterholder as well as a CERTIFIED FINANCIAL PLANNER™ professional.

In the past Mike held several FINRA licenses, including the Series 7 and 24.  He has also had experience with life, disability and both individual and group health insurance.

Before joining Hutchison Whitehead, Mike served as the assistant golf professional at Lindenwood Golf Course in Canonsburg, PA.  When not working, Mike enjoys golfing, long distance running, and spending time with his wife and three boys.

Mike can be reached at mwhitehead@hwwealth.com or by calling 724.873.8755 ext. 2801.


 

Jack A. Rogers, D.M.D.
Financial Advisor

Jack Rogers joined Hutchison Whitehead as a financial advisor in 2005 after passing the Uniform Investment Advisor Law examination.

Jack received his undergraduate degree from Penn State University and his D.M.D. from the University of Pittsburgh’s School of Dental Medicine. In 1974 he established his own dental practice, which he operated successfully for 24 years. During that time Jack also obtained valuable experience in real estate as owner and manager of the Robinson Dental, Medical and Professional Center.

After nearly a quarter century of sound financial decision-making, Jack was able to retire from his dentistry practice in the late nineties. Upon retirement, he devoted his energies to managing his personal portfolio. His continued research in investments and markets eventually led him to study Hutchison Whitehead’s philosophy and later join the firm.

While Jack works with individuals in all walks of life, he specializes in the medical industry. Utilizing his past experience, he can relate to the special demands required of those involved in any discipline of medicine.

Jack is in direct contact with clients, seeking to provide a level of service seldom seen in the traditional brokerage relationship.

Jack can be reached at jrogers@hwwealth.com or by calling 724.873.8755 ext. 2809.

 

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