CFP®, Founding Partner
Dean has been in the financial planning business since 1994.
As a CERTIFIED FINANCIAL PLANNER™ professional, he provides custom financial plans for his clients which are designed to help them with their long-term financial goals.
His primary areas of focus are retirement planning, investment strategies and estate planning for business owners and high net-worth individuals.
Dean received his Bachelor of Science Degree in Finance from Miami University in Oxford, Ohio in 1984 and his CERTIFIED FINANCIAL PLANNER™ certification in 1999.