Series 7, 66; Colorado Insurance (Life, Variable Life, & Health)
Seeking a better understanding of his own finances and to develop a more positive experience with money, Dean began his own journey in the world as a financial advisor in 2007. His fundamental goal was to change the culture around money and, in turn, to pass that power on to others. Dean’s job as an advisor does not end at managing money; he is also managing the greed, hope, and fear that goes with it. These traits are big influencers that need to be understood and addressed to begin a successful financial journey. This relationship can only exist with honesty and trust, the cornerstone of Dean’s practice.
Dean’s range of focus include customized portfolio management, insurance evaluation, and retirement planning with a focus on individual client account management and financial plan development. Before Dean transitioned into financial services, he was a partial owner and sales manager who assisted in the planning and operations of several Denver based auto dealerships in the Denver metro area. Dean holds the Series 7 and 66 FINRA registrations, Life, Health and Variable life licenses and Long-Term Care Certificate with the State of Colorado Division of Insurance. Additionally, he holds a Bachelor of Science in Marketing from the University of Idaho.
Dean is married and has two children. He enjoys the outdoors, especially hiking, snowboarding, wake boarding and snowshoeing. Philanthropically, he participates in The Mankind Project, and the Challenge Day. He previously served on the Board of Trustees for the Fountain Valley School and Chaired the Investment Committee. He longs for a retirement that includes his own dive shop in a location that requires a passport stamp.