Bio

Dean joined our team in 2021 and holds his series 7 and 63 through LPL Financial and series 65 through Dodds Wealth. 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. He was promoted to his current role as financial advisor in 2024.

Dean works directly with clients to develop comprehensive financial plans tailored to their unique goals. With a strong background in financial planning, Dean provides personalized guidance on investment strategies, retirement planning, tax planning and estate planning. His client-centric approach ensures each financial plan is designed to help clients work towards long-term financial success and security.

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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