About us

Dean has more than 15 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER®. He has experience overseeing equity compensation programs, 10b5-1 plans and concentrated stock positions. Dean incorporates this background to help clients develop and maintain customized investment strategies and wealth management plans. His practice is focused on equity and fixed income management, asset allocation and wealth management planning.

He is honored that his team has been recognized as a Forbes “Best-In-State Wealth Management Team for both 2024 and 2025.

Dean resides in San Diego, California with his wife and three children. He enjoys opportunities to see his son and daughter who are both away at college, and spending time with his youngest son outdoors.

He earned a Bachelor of Arts in Economics from UCLA and an MBA from the University of Southern California.