BA, CIM, FMA, CFP, FCSImore
Toll Free: +1 (800) 563-0800
Fax: (709) 754-5469
Expertise that's one to one
With over 15 years experience in the financial services industry, Dean concentrates on holistic financial planning with his clients. He holds several financial planning designations and a life insurance license to provide for all of his clients needs.
Dean is heavily involved in charitable organizations such as Big Brothers and Run For the Cure, and volunteers as an instructor for a children's martial arts program. Dean and his spouse Lisa have two wonderful children, Abigail and Aidan.