The Founder and President of our company, Dean brings over forty years of experience in the insurance, investment and financial planning arena. He holds the professional designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) and works directly with clients in planning and protecting their financial futures. Dean earned both his Bachelor of Arts (BA) and Masters in Business Administration (MBA) degrees at the University of Alabama.
Over the years Dean has served as adjunct faculty to Birmingham-Southern College teaching Finance and Investments and served two terms as President of the Alabama Chapter of the International Association for Financial Planning (IAFP). He is currently a forty-two year member of the Society of Financial Service Professionals (SFSP) and holds a Securities Principal as well as an Investment Advisor Representative registration.
Dean likes to travel, golf, and he and his wife, Ellen, are members of the Birmingham Ski Club.
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