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.

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


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 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 Wright

Client Associate / Consulting Services

diann snider

Diann Snider

Associate / Accounting Services


Tammy King

Executive Assistant, Corporate Office

sue kaskocsak

Sue Kaskocsak


ginger moore

Ginger Moore

Associate / Administrative Support

sherry girard

Sherry Girard

Associate / Administrative Support