About

Vision

We seek to excel at helping institutions and private clients reach their financial goals by coupling superior solutions with highly personalized service.

Mission

Our mission is based on our shared values:

·  Putting clients first
·  Excellence in people and practices
·  Teamwork

Our Commitment To You

We know that your assets are a testament to many years of hard work and sacrifice, and you expect the same level of commitment from your financial advisor. Our seasoned professionals will work with you to develop a customized strategy to meet your financial goals.

50 Years of Generational Service

Founded by Chauncey H. Dean in 1965 as an accounting and financial management company, Dean has grown into a full-service financial firm. Our services have expanded to include Wealth Management, Investment Advisory, Family Office, Retirement Plan Consulting and Business Advisory services to a diverse client base.

ch dean timeline
ch dean timeline

A Team Working Together For You

We carefully recruit and develop a disciplined team of skilled financial professionals who consistently invite our clients to experience the Dean Difference.

stephen miller

Steve Miller

President

pam miller

Pam Miller

Executive Vice President / Chief Operating Officer

deb rindler

Deb Rindler, CPA

Executive Vice President / Chief Financial Officer & Chief Compliance Officer

andrea miller

Beth Verdoorn, CPA, CFP

Executive Vice President / Wealth Management & Accounting Services

edward wright

Matt Wallace

Vice President / Consulting Services

beth verdoorn

Andrea Miller

Manager / Accounting Services

cory miller

Cory D. D. Miller

Manager / Corporate Relations

dave whipp

Dave Whipp

Manager / Client Service/Operations

lisa gross

Lisa Gross

Manager / Corporate Accounting

amy bishop

Amy Bishop

Manager / Trading/Portfolio Administration

jake

Jake Brooks

Trading/Investment Analyst

scott denman

Scott Denman

Senior Associate / Client Service/Operations

kendra vennekotter

Kendra Haberman, CPA

Senior Accountant / Wealth Management Services

john bishop

John Bishop

Senior Administrator

ed

Ed Wright

Client Associate / Consulting Services

diann snider

Diann Snider

Associate / Accounting Services

tammy

Tammy King

Executive Assistant, Corporate Office

sue kaskocsak

Sue Kaskocsak

Receptionist

ginger moore

Ginger Moore

Associate / Administrative Support

sherry girard

Sherry Girard

Associate / Administrative Support