Trust Creation Meeting Request

Meet with Dr. Dennis Sanchez

Please complete the form below and click on the Schedule Meeting button to schedule the Trust Creation Meeting with Dr. Dennis, who will send you a virtual meeting invitation, the S.T.E.P. Intake Form, and an invoice for your fee.

Dr. Dennis Sanchez is the Chief Human-AI Officer for Specialized Trusts & Estate Plan (S.T.E.P.) and the founder of Perform/AI, a human-AI performance company. He has over 7 years of experience as a financial planner and 11+ years as an AI Change Management Consultant for companies such as Microsoft, Planet Technologies, Avanade, and the healthcare robotics maker Omnicell. He has a Bachelor of Arts degree in psychology, a Master's in Industrial/Organization Psychology, and a Doctorate in Leadership Psychology.

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