Born in 1965, Dennis J. Grier attended Shippensburg University.  In 1987 he graduated with a bachelor’s degree in business administration.  Upon graduating he went to work for Boles, Grove & Metzger, P.C., a Harrisburg, Pennsylvania based CPA firm.  He began working as a staff accountant and in 1992 was promoted to supervisor.  In 1992 he left Boles, Grove & Metzger, P.C. but continued to work in public accounting with Smoker, Smith & Associates, P.C. (1992-1994), Richard J. Huber, CPA (1995-1996) and Sheridan & Fritz, P.C. (1997).

 

While working in public accounting he was involved in; (i) bookkeeping services, (ii) business valuations, (iii) tax planning and preparation, (iv) business succession planning, (v) financial statement preparation and review, (vi) estate planning and (vii) accounting system design and implementation.

 

In 1998 he left public accounting to pursue his interest in financial planning and asset management while continuing to prepare tax returns on a limited basis.  He became a shareholder and officer in the following organizations; (i) Professional Financial Advisors, Inc. (state registered investment advisor), (ii) Professional Tax Advisors, Inc. (tax services company), (iii) Professional Asset Management Advisors, Inc. (licensed insurance agency), (iv) PFA Professional Group, LLC, (expense administration company) and (v) PFA Security Asset Management, Inc., (FINRA registered broker-dealer).

 

On January 1, 2003, he surrendered his equity interest in the above-referenced companies to assume a management position with BGM Financial Associates, Ltd.  In the summer of 2005, he assumed ownership of BGM Financial Associates by acquiring all outstanding shares of the Company’s common stock.  He is the sole member of the investment and compliance committee and is responsible for all operational, compliance and regulatory issues.  On November 1, 2006, BGM Financial Associates, Ltd. changed its name to CSA Financial Management, Inc.

 

In 1991 he successfully completed his certification as a CPA.  Since becoming involved in financial planning, he successfully completed the following licensing examinations; (i) Pennsylvania Agents Life, Accident and Health Examination, (ii) Series 7 - General Securities Representative Examination, (iii) Series 26 - Investment Company Products/Variable Contracts Principal Examination, (iv) Series 28 - Introducing Broker/Dealer Financial and Operations Principal Examination, (v) Series 63 - Uniform Securities Agent State Law Examination and (vi) Series 66 - Uniform Combined State Law Examination.

 

In January 2012, after voluntarily placing his CPA license on “inactive” status, he added enrolled agent to his list of credentials.  This grants him the “… privilege of practicing, that is, representing taxpayers, before the Internal Revenue Service.  Enrolled agents, like attorneys and certified public accountants (CPA’s), are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS officials they can practice before.”