With over 18 years experience, Dean and his team specialize in helping small/mid-size businesses with their company retirement plans, business continuation and estate planning. Dean holds an MBA in Finance, Series 7, 65 & 63 securities registrations and the CRPS (Chartered Retirement Plans Specialist) designation.
If you are looking for ways to, maximize your retirement plan contributions and attract & retain quality employees, contact Dean for a complementary 1 hour consultation.
As an Investment Advisor Representative, Dean remains committed to serving you first, last and always. That core principle of both my practice and Lincoln Financial Advisors is aligned with the DOL’s goal to protect consumers’ best interest.