MONEY CONCEPTS
MEET THE TEAM


Meet Our Executive Team


The Money Concepts International Management Team is a tightly-focused group of consummate professionals, with each individual bringing years of expertise in financial management, risk management, licensure and contracts, business administration and international finance. Their commitment is to help our Financial representatives help individuals and families achieve a secure financial future through sound financial planning.

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   WHY CHOOSE US ?       OUR HISTORY    OUR CODE OF ETHICS   

Denis Walsh, CFP®, CEP, CFS, RFC®

  President & CEO

Denis Walsh is President / CEO of Money Concepts International, Inc. and Money Concepts Capital Corp. He joined Money Concepts in 1981, after graduating from Florida State University with a degree in Risk Management. Denis was elected to President in 1997 and in 2006 he become CEO. His responsibilities included the long term development of the Money Concepts companies and its day-to-day operations.

Denis Walsh is a Certified Financial Planner™, Certified Fund Specialist, Registered Financial Consultant, and a Certified Estate Planner. He also holds nine (9) FINRA Securities licenses.

Barry Dayley, CFP®, MRFC®

  Executive Vice President

Barry Dayley has a broad spectrum of responsibilities including recruitment of new financial professionals and leaders, strategic planning, and overseeing the training and marketing of the firm. Barry joined Money Concepts in 1981 and had the privilege to work directly with the founding fathers of Money Concepts in building the company. From 1986 to 1997, Barry worked with the CUNA Mutual Group in establishing and building a financial planning program for credit unions. He has helped hundreds of financial institutions establish financial planning and wealth management businesses to serve their member or customers. Upon returning to Money Concepts in 1998, Barry has served as Senior Vice President where he headed their financial institution division and is currently the Executive Vice President of the company.

A graduate of Brigham Young University with a degree in Financial and Estate Planning, Barry worked as an independent financial planner for six years prior to being appointed to the headquarters staff of Money Concepts. Barry is a Certified Financial Planner ™ and a Master Registered Financial Consultant™. Currently he serves as the chairman of the MRFC® Certification Board. In 2020, Barry was named the recipient of the Loren Dunton Memorial Award.

Terri Walsh

  Senior Vice President / Chief Compliance Officer

Terri Walsh is Senior Vice President and Chief Compliance Officer for Money Concepts Capital Corp. Terri is responsible for developing, implementing, and revising the company's compliance procedures to meet regulatory guidelines as well as enforcing formal compliance controls. Terri monitors and identifies potential areas of compliance vulnerability and risk; develops/implements corrective action plans for resolution of problematic issues. She supervises Money Concepts registered representatives with respect to the applicable federal, state and self regulatory rules and regulations

She graduated Cum Laude from Florida State University with a Bachelor of Science in Marketing and was honored into the membership of the National Honor Society for demonstrated excellence in the areas of Scholarship, Leadership, Service, and Character.

Terri is a participating member of the National Society of Compliance Professionals, SIFMA Compliance & Legal Society, and National Association for Female Executives. Terri holds the FINRA Series 4, 7, 24, 63, 65 and Life, Health and Variable Contract Insurance Licenses.

Barry Rittman

  Vice President / Chief Financial Officer

Barry Rittman joined Money Concepts in 2003 and is a Certified Public Accountant and FINRA Series 27 licensed Financial Operations Principal. He has an expertise in corporate accounting specifically within a broker dealer environment. Prior to joining Money Concepts, Barry was a Vice President and Controller with Zurich Life’s independent broker dealer. His tenure also includes Controller positions with Wall Street brokerages.

Barry began his career with the international public accounting firm of BDO Seidman. He received his B.S. in Accounting from the State University of New York at Binghamton and is a member of the New York State Society of CPA’s.

Susan Walsh-Caban

  Vice President of Marketing and Meetings

Susan started her career with Money Concepts International, Inc. in July 2000 as Director of Marketing and Meetings. In 1986, she graduated from Florida State University with a Bachelor of Science degree in Marketing. She worked in the Retail Industry for fourteen years, during which time she was involved in management, marketing, advertising, buying and purchasing for major department stores.

As Vice President of Marketing & Meetings for Money Concepts International, Inc., Susan is responsible for planning all annual meetings and conventions and the development and design of all marketing materials and supplies. She is a participating member of Meeting Professionals International, the National Association for Female Executives and Meeting Professionals Network.

Allen Porter

  Vice President of Marketing and Business Development

Allen began his career in the insurance and financial services industry in 1984 after graduating from Jacksonville State University. After a successful start in personal practice he turned his attention to field management positions focusing on recruiting, training and business development. His passion to help others achieve more has been the foundation of his career that includes serving as Marketing Director for two large agencies and Chief Marketing Officer to two securities broker-dealers.

Allen received a BS Marketing degree from Jacksonville State University. He is licensed in Financial Services Series 7, 24, 63 and Insurance Life, Disability, and Health.

Amanda Therrien

  Vice President of Account Services

As Vice President of the Account Services group Amanda works with many departments to strive for operational excellence. Amanda joined Money Concepts in 2000 and later obtained her series 7 license. She enjoys the challenge of anticipating the needs of our industry and continues building on the strong foundation of Money Concepts.

In her spare time, Amanda enjoys her volunteer work with the community and leads the Financial Peace University Class at her church.
“My biggest achievement has been my family. I love spending time in the outdoors with them as much as possible“

Marckenson Zephirin

  Vice President of IT/Business Technology Services

Marck started working with Money Concepts in 2009 as a technology consultant. In 2016, he joined as Vice President of IT/Business Technology Services and enjoys working with our advisors in building their practice to maximize efficiency and streamline their day-to-day operations. Prior to relocating in South Florida, Marck lived in New York City where he enjoys volunteering his time at the local community center and doing missionary work overseas.

Tricia Starke

  Vice President of Administrative Services

Tricia Starke, a native Floridian with a dual citizenship in the Bahamas, graduated with an Associate’s degree in Business from Palm Beach State College. Tricia began her career in the financial industry in 1983 with 26 years of experience where she had the opportunity to work in operations, trading, direct way areas among others. She joined Money Concepts in March of 2010 as the Executive Administrative Assistant to the President and CEO, Denis Walsh. Tricia was promoted to VP of Administrative Services in January 2017. In this role, she is responsible for overseeing the Commissions and Licensing Departments.

Jim Walsh J.D.

  Vice President & Compliance Officer for Marketing & Communication

Jim Joined Money Concepts in 1992 at which time he earned the FINRA Series 7. He went on to earn the Series 4, Series 24, Series 63, and Series 65 in 1993. Operating as a Compliance Officer here at Money Concepts, Jim is a dedicated and valuable team member and he will always greet you with a warm smile.

Liza Perlow CFE

  Vice President | Compliance Officer

Liza joined Money Concepts in 1996. In her capacity as a Compliance Officer, she analyzes new and emerging regulatory issues by assessing their implications on the activities of the Firm. She focuses on areas relating to enterprise risk management as well as operational risk and is a liaison between the Firm and Regulators. Liza is also responsible for overseeing and enhancing the firm's Anti-Money Laundering Program.

Prior to joining Money Concepts she worked for a CPA firm in New York city.

Liza is a Certified Fraud Examiner and holds the FINRA Series 7, 24 and 63 licenses. She is a Member of the Association of Certified Fraud Examiners (ACFE), the Association of Certified Anti-Money Laundering Specialists (ACAMS) and the National Society of Compliance Professionals (NSCP)..

Michael Thompson

  Vice President - Regional Development

Michael started his career in financial services by founding and running Broker Training, Inc. one of the most successful securities training schools nationally. Over a period of 15 years, he helped literally thousands successfully pass their FINRA Series 6, 63, 7, 65, 66, 24, 26, 27, 4 and state life insurance exams.

After selling Broker Training, Michael thought he would try his hand at becoming a financial professional, and was hired by CUNA Mutual to run the Plan America program at OSU Federal Credit Union in Corvallis, OR. During his time at OSU, he distinguished himself through outstanding performance and quality leadership, by building one of the most successful programs nationally in a credit union setting.

Because of his exhibited leadership, Michael was recruited by CUNA Mutual to take the role of District Manager for Oregon, and later Division Manager for the western United States, including Alaska and Hawaii. There Michael developed a remarkable network of very successful programs operating in credit unions. His Division constantly led the nation in sales. He spent his career working with the best of the best in the industry. The capstone of his 15 years at CUNA Mutual was his being awarded with the coveted “Ron Stone” memorial award for outstanding leadership.

Michael has an extensive background working with entrepreneurs and leaders in the industry. In his current role, he is involved in strategic planning as well as a consultant and liaison to the Regional Directors and top financial professionals in Money Concepts.

Michael is married to Gerallyn and lives in western Oregon. He is the proud father of 3 and grandfather of 10.

Some think that Michael can leap tall buildings in a single bound … however, he is the first to admit that his feet are firmly planted on the fertile Oregon soil.

Kenny Parker

  National Director, Financial Institutions Division

Kenny Parker Sr.’s advisory roots are grounded in financial institutions where he began his career in 1977. He first provided insurance products through banks located throughout central Missouri. Within three-years, Kenny realized the need to search for a new way. A new way to offer his clients a more extensive array of solutions while not being restricted to any one product company.

In January of 1980, Kenny was invited to a Money Concepts recruiting seminar. This meeting opened his eyes to what he had been searching for, and he immediately joined Money Concepts International. Within a few short years, Kenny became a multi-state Regional Director. Since then, he and his team have expanded their business footprint dramatically.

Over the years, Kenny has not only helped individuals reach their financial goals but has successfully established multiple financial institution-based solutions centers. Kenny and his team have continued to train new advisors in financial institutions while also helping to improve the operation and profitability of established financial solutions centers.

Kenny's beginnings in a bank have come full circle. With nearly forty years of experience providing client financial advisory solutions, he now serves as the National Director of the Money Concepts Financial Institutions Division. He and his uniquely equipped team of professionals are prepared and excited to aid in establishing a customized, holistic, and balanced financial planning solutions center in your community.

Christopher Blair, MBA CFP®, JD

  National Director of Financial Planning

After a short apprenticeship, Christopher Blair founded Blair Financial Planning in 1995 to offer comprehensive financial planning and investment services to Clients in Colorado. Since then, he has grown the firm to include Clients in several states including New Mexico, Kansas, California, Oregon and Washington. He renamed the firm Maestro Associates in 2017 to better reflect the firm’s planning advantage and core values.

At Maestro Associates, Chris helps his Clients plan for and attain their financial goals, whether it be buying a new car, managing a large real estate portfolio, or preparing for financial independence. His philosophy focuses on understanding Clients’ values, goals, and emotional needs in order to produce a comprehensive and effective financial plan.

Chris Blair received a Bachelor of Arts Degree from Whitman College in 1990. In 1993, he received both a Juris Doctor and Masters in Business Administration from the University of Denver. Chris attained the CFP (Certified Financial Planner) designation in 2007. He holds FINRA Series 6, 7, 24, 26, 63 and 65 licenses. He also maintains Life, Heath and Annuity licenses in the state of Colorado and numerous other states.

Chris is married to Manisha Blair and, together, they have two children, Anand and Sonali. Chris enjoys hiking with his family, travel, reading, and watching soccer and volleyball.