At our firm, we have the client—and only the client—in mind.

Working towards financial security in an uncertain economic environment, often requires consistent oversight and monitoring by an integrated team of professionals who are able to provide timely insight and execution against an agreed upon financial strategy. As a single-source financial advocate, DDR Wealth Advisors works collaboratively with all of our client's advisors to design an integrated solution that helps empower all present and future financial decision making.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Dennis D. Richardson, AIF®

President | LPL Financial Planner

(248) 375-4088

(866) 296-1866

dennis@ddrwealthadvisors.com

Dennis graduated with a Bachelor of Arts Degree in Finance from Michigan State University's Honors College and Eli Broad School of Business. Dennis played baseball for Michigan State before successfully starting and managing a residential mortgage company branch his last two years as a student. Shortly after graduation, Dennis decided to go into business for himself. Under the mentorship of some of the brightest financial professionals in the industry, Dennis founded DDR Wealth Advisors, LLC. Dennis has spoken as an experienced professional in the areas of risk management, estate and business succession planning at several different universities, health systems, professional associations, and chambers of commerce.

Dennis holds the Accredited Investment Fiduciary Designation (AIF®) representing a uniform standard of fiduciary care for his clients.

DDR Wealth Advisors was named a NAPA - Top DC Advisor Team (2024)*


Dennis Works with a number of community partnerships including the following:

- 2013 Revenue Chairman, March of Dimes March for Babies Oakland County

- Former Board of Directors Member, March of Dimes Southeastern Michigan

- Leadership Detroit, Class of XXXI

Dennis Lives in Sylvan Lake, MI with his wife Laurie, two children, Jack and Jude and his two dogs, Zen and Ransom. In his spare time, he enjoys boating, golf, and playing cribbage.


*Selected based solely on defined contribution (DC) plan assets under advisement as reported directly by nominees.

Randy Malloy

Para Planner

Administrative support offered through America Group - America Group

Retirement Strategy Centers is a separate entity from LPL Financial, and

its associates are not affiliated with DDR Wealth Advisors.  

Ayla Costello

Executive Administrative Assistant

248-375-4088

866-296-1866

Ayla@ddrwealthadvisors.com

Ayla Costello is an Executive Administrative Assistant responsible for supporting financial advisors and their clients as well as maintaining the efficiency of day-to-day operations.


Prior to DDR Wealth Advisors, Ayla worked in the financial planning, insurance, and real estate industry, receiving her Real Estate Salesperson license in Michigan and Missouri.

Jake Lee

LPL Financial Planner

2483754088

8662961866

jake@ddrwealthadvisors.com

Jake graduated from the University of Michigan with a Bachelor of Arts degree in Economics and a Masters in Management degree from the University of Michigan's Ross School of Business.  While there he was a four-year varsity letterman in cross country and track. He was a part of numerous organizations on campus including the Student Athlete Advisory Committee and Athletes in Action.

He later attended Grand Valley State University where he studied financial planning and was an All-American, helping the Lakers achieve their second ever National Championship in cross country.

Jake started working as a Registered Administrative Assistant for DDR Wealth Advisors in 2023 and is now a full-time Financial Consultant. He holds the Certified Plan Fiduciary Advisor designation (CPFA®) representing a uniform standard of fiduciary care for his clients.

Jake enjoys being active in the community serving as a Chairman’s Circle member for the Crim Fitness Foundation and an advisory board member for the Genesee County Salvation Army.

Jake is still an avid runner and now focuses on marathons, specifically the World Marathon Majors. When he’s not running, he enjoys watching Michigan football, Premier League soccer, fishing, reading, and being on the golf course.