Financial Advisor | Financial Planner | Menasha, WI

Helping You Navigate Your Financial Future

Let's Get Started

My Clients Are My Priority

At Innovate Financial, my clients are my focus. I know you work hard, and I want your investments to work hard for you.

My Process

I create financial strategies that are tailored to your individual needs and goals.

Learn more

My History

My dedicated team has the experience necessary to guide you through all of life's moments.

Learn more

My Values

Honesty. Integrity. My values are infused into every aspect of my practice.

Learn more

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Our Team

Dennis Durocher

Dennis P. Durocher, CFP^®

Vice President, Financial Advisor

dennis.durocher@lplfinancial.com

Shelbey Lyons

Shelbey Lyons

Admin Solutions Consultant

shelbey.lyons@lplfinancial.com

Shelbey Lyons brings her expertise and knowledge to her partnership with Innovate Financial. As a Client Service Associate, she assists on administrative tasks and client management functions that allow us to focus on our clients'...

Read more

Have a Question?

Name

Email

Address

Phone

Question

Thank you!

Oops!