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.LET'S TALK
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 is the Executive Vice President of Money Concepts International, Inc. with a broad spectrum of
responsibilities one of which is heading the financial institution division of Money Concepts. With the endorsement
of the American Bankers Association, and preferred partner status of the National Federally Chartered Credit
Union Association, Money Concepts has earned national prominence in the financial institution space.
Barry started his career in financial planning with 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 members and customers.
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 International. Barry is a Certified Financial Planner, and a Master Registered Financial Consultant, and is the Chairman of the MRFC certification board. He is a frequent speaker at corporate and industry meetings and teaches workshops on financial planning and related topics.
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 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 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 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.
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
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“
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, 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 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 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)..