Bio

Dean joined our team in 2021 and holds his Series 7, 63 and 65 securities licenses through LPL Financial. He received his Certified Financial Planner designation in 2023. He earned his bachelor’s degree in mechanical engineering from The University of Alabama and previously worked as a project manager within the construction industry.

As an associate advisor, Dean works side by side with our Financial Advisors to assist in building personalized financial plans. This role is the second step on the financial advisor career path. In gaining this experience, Dean looks forward to the opportunity to work closely with clients in the financial planning process and provide a service that positively impacts client’s lives.

Originally from Collierville, Tennessee, Dean moved to the Denver area in 2017 to enjoy all that the great state of Colorado has to offer. In his free time, you will often find him fly-fishing, skiing, or camping, while always making time to cheer on the Crimson Tide in the fall.

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