Dean has been in the financial planning business since 1994.

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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.

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His primary areas of focus are retirement planning, investment strategies and estate planning for business owners and high net-worth individuals.

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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.