If there’s one thing you should know about Dean, it’s his commitment to providing deep, meaningful relationships with his customers. A trusted financial advisor to high-net-worth individuals for 40 years, Dean provides daily professional guidance in asset allocation, estate planning, and retirement planning to help his clients feel more confident. He has guided clients through bull and bear markets alike, including the 1987 stock market crash, the .com bubble, the financial crisis of the last decade, and the current environment with COVID-19. After starting in the retail industry and learning how to serve clients, Dean then made his career in the investment industry as a Managing Director-Investments. It’s not “all work and no play” for Dean. He loves to spend time away from the office fishing, boating, traveling, collecting antique clocks, and, above all, having fun with his family. He also serves on the Board of Directors at the Sanderson Museum in Chadds Ford, PA.
- Slippery Rock University, BA