Dean joined Concentric Wealth Management as a Senior Financial Advisor in 2024. He provides wealth management services to high-net-worth individuals, executives, and business owners, focusing on serving public accounting partners for financial, tax, and retirement planning.
With an esteemed career spanning 30+ years, Dean has previously held positions at Grant Thornton and Ernst & Young, as well as two wealth management firms. He earned a BS in Accounting from Minnesota State University-Mankato and a Masters of Business Taxation from the University of Minnesota. Dean received the highly prestigious Elijah Watt Sells Award for ranking among the top 100 candidates on the CPA exam. He also is a Certified Financial Planner.
Dean and his wife Miki have two children and reside in New Richmond, Ohio. He is an avid fan of the Cincinnati Reds and Minnesota Twins baseball teams as well as Xavier basketball.