With more than a decade of experience in the banking, finance and insurance arenas, Dean knows that each client’s economic and life situation is unique. He also believes that the investment process can be confusing and misleading for those who haven’t dedicated their lives to studying financial strategies.
Dean uses his extensive experience to help clients develop comprehensive financial plans. Throughout his career, he has presented numerous financial education workshops. In addition to licenses for life, health and variable annuities, Dean holds several securities licenses. He started his career in the banking industry, holding the position of assistant center manager and financial advisor at Fifth Third Bank. He then worked with State Farm and MetLife as a financial advisor, before joining Avenue Capital Management Group as the management director.
Dean has been a resident of Naples for over 36 years, where he lives with his wife, Shenna, and their four children: Ian, Aiden, Peyton and Calen. In his spare time, Dean enjoys coin collecting, hiking and soccer, and he is very involved with his church.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 888-331-2821 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
***Must be at least 55 yrs old with a minimum $250k in current investments
Advisory services offered through Madison Avenue Securities LLC (MAS), a Registered Investment Advisor; MAS and PFS Wealth Management Group are not affiliated companies. MAS does not provide legal and tax advice. Seek competent legal and tax counsel for your specific needs.