About Us

Dean has been helping clients build personalized investment programs since 1983. As an investment adviser, his specialties include working with educators, business owners and professionals. He began his financial services career as a broker and financial planner with one of the country's largest investment firms, eventually becoming a brokerage manager for a second Fortune 100 financial corporation. In 1992, he formed his own private practice in order to offer a broader range of options to his clientele. As an independent adviser, Dean, and his firm, use no proprietary products. Clients obtain impartial, unbiased advice. 

Ann is our client services manager. She has worked with Dean and his clientele in various capacities for most of his career.

Her responsibilities include initiating accounts and maintaining all records, as well as office management and scheduling.

Ann's career experience also includes banking and bank trust department work.

Carolyn coordinates our new client onboarding process and account update documentation.

She has extensive experience in financial services, with both advisory and client support roles during her career.

Carolyn has also held leadership roles on the boards of several community organizations.