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
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.
President & CEO
Chief Operating Officer / Executive Vice President
Deb Rindler, CPA
Chief Financial Officer / Executive Vice President
Beth Verdoorn, CPA, CFP
Director of Wealth Management & Accounting Services / Executive Vice President
Director of Consulting Services / Vice President
Manager / Accounting Services
Cory D. D. Miller
Manager / Corporate Relations
Director of Operations & Portfolio Administration / Vice President
Manager / Corporate Accounting
Manager / Trading/Portfolio Administration
Manager / Client Services & Operations
Kendra Haberman, CPA
Senior Associate / Operations & Portfolio Management
Client Associate / Portfolio Administration/Operations
Associate / Accounting Services
Executive Assistant, Corporate Office
CEO of First Impressions
Associate / Administrative Support