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.

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

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

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