Dean works with 401(k) plan sponsors and plan participants, individuals looking for investment strategies, and families looking for financial guidance and/or asset protection.
He received a B.S. in Business Administration/Finance from Marist College, is a Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary (AIF®) as well as holds securities registration Series 65 and is licensed in Life, Accident & Health Insurance.
Working in the financial industry since 2013, Dean likes to help people and finds it rewarding to support people in preparing and executing a strategy that makes their many years of work worthwhile in retirement.
When not working, Dean enjoys playing baseball, football and volleyball, skiing, motorsports and clay target shooting.
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