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.