Dean has over 30 years of experience as a financial professional in the high net-worth marketplace. Dean specializes in investment, retirement, comprehensive estate strategies, and business succession planning for high-net-worth individuals. He uses his knowledge, experience, and sophisticated support systems to determine the appropriate financial strategy for successful business owners, key executives, and affluent retirees.
Dean is supported by a team of professionals dedicated to providing his clients with superior services, resources, products, and technologies. Dean, along with his financial planning team, work together to build customized, comprehensive financial plans that are designed to help meet the unique objectives of each of his clients.
Since joining the firm, Dean has been consistently recognized by Lincoln Financial Advisors for advanced levels of personal production and service. He is nationally ranked within Lincoln Financial Advisors as one of their top financial planners.
Dean is active in the community. He has served as co-chair of Walsh Jesuit High School’s Pow Wow, the Board of Directors of the Akron Association of Insurance and Financial Advisors and Commissioner of the Silver Lake Youth Baseball League. Additionally, he has served as a Big Brother volunteer with BB/BS of Summit and Medina Counties, has served as a basketball coach for CYO and Cuyahoga Falls Parks and Recreation department, and as a member of the Silver Lake Park Board.