Dean has been helping clients build personalized investment programs since1983. 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.
Dean and his family live in Fairport, NY. After years of coaching baseball and football, Dean has moved to the sidelines where he now watches his son play for various school and club travel teams. He’s even found time to begin returning to his old hobbies of golf and fishing.