Dean has been in the financial planning business for ten years and is passionate about providing comprehensive financial planning services to individuals and families. He provides advice surrounding investments, estate planning, retirement planning, and insurance needs. Dean strives to educate his clients and to provide a goal-based plan that the client understands and feels comfortable about.
He also works with corporate clients to design and provide 401(k) plan services. Dean is also Certified Financial Planner™ (CFP) He has his Series 65, 7, 63 registrations and Insurance licenses.
Dean lives in Centreville with his wife Emily and an English Cream Golden Retriever (Tucker) They have one son named Sam. Dean’s wife Emily is a teacher for Westfield High School. Dean enjoys traveling, fishing and golfing and is a Northern VA native who loves the commanders football team.
Designations Held:
Certified Financial Planner (CFP®)
Advisory Relationship Minimum: $500,000
