705 Grand Avenue
Spencer, IA 51301
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Dean specializes in business transfer and succession planning. With his knowledge of family dynamics and his expertise in credit and business, Dean can help develop a business succession plan that meets every personal, family, and financial need a business owner may have.
Dean finds fulfillment in advising nonprofit groups in the Spencer area. He provides prudent, unbiased investment management and financial guidance to help nonprofits advance their mission and goals by using his extensive community service and investment experience.
"I began my career in 1983 helping individuals and businesses achieve success by providing them financial guidance and assistance. Over the years, my experiences led me to leadership roles that enabled me to develop strong relationships through my interactions with people. As a financial expert, I'm honored that customers trust me to provide personalized planning to help meet their long-term financial goals.
Four important values that I feel are imperative in an advisor-client relationship are mutual trust, honesty, character and integrity. These characteristics are the core foundation of any good relationship.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.