Dean began his career in the financial service industry, after graduating from Virginia Tech in 1983 with a Bachelor of Science degree in Business Finance. He has spent over a decade designing lifetime income and wealth transfer strategies. Dean’s expertise centers in portfolio management, wealth enhancement and income planning. Dean works closely with his clients during the distribution phase, helping them obtain a strong and prosperous retirement.
Dean grew up in Middleburg, VA (Horse Country) and moved to Richmond where he has built his career. He is married and has two children. Dean is active in his church and community, enjoys working out at the YMCA and playing sports along with coaching his son Alex’s basketball team. He enjoys traveling and spending time with his family and increasing his clients net worth and retirement income.