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


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.

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 & CEO

pam miller

Pam Miller

Chief Operating Officer / Executive Vice President

deb rindler

Deb Rindler, CPA

Chief Financial Officer / Executive Vice President

beth verdoorn

Beth Verdoorn, CPA, CFP

Director of Wealth Management & Accounting Services / Executive Vice President

matt wallace

Matt Wallace

Director of Consulting Services / Vice President

andrea miller

Andrea Miller

Manager / Accounting Services

dave whipp

Dave Whipp

Director of Operations & Portfolio Administration / Vice President

lisa gross

Lisa Gross

Manager / Corporate Accounting

amy bishop

Amy Bishop

Manager / Trading/Portfolio Administration


Jake Brooks

Trading/Investment Analyst

scott denman

Scott Denman

Manager / Client Services & Operations

kendra vennekotter

Kendra Haberman, CPA

Senior Associate / Operations & Portfolio Management

scott buchhop

Scott Buchhop

Client Associate / Portfolio Administration/Operations

john bishop

John Bishop

Senior Administrator


Ed Wright

Wealth Advisor

Jennifer Brooks

Jennifer Brooks

Client Service Administrator / Consulting Services

diann snider

Diann Snider

Associate / Accounting Services

tammy king

Tammy King

Executive Assistant, Corporate Office

sue kaskocsak

Sue Kaskocsak

CEO of First Impressions 

ginger moore

Ginger Moore

Associate / Administrative Support

Sherry Girard

Sherry Girard

Associate / Administrative Support