As Managing Principal, Dean specializes in providing financial guidance and investment strategy to successful individuals and non-profit groups. He is also one of the lead relationship managers for retirement plans managed by Windsor Wealth Management. He is a member of the Investment Policy Committee as well as the Security Selection Team at Windsor Wealth Management. Dean holds a Master of Business Administration from the University of Cincinnati and a Bachelor of Science in Finance from the University of Dayton. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Dean's industry experience began with an internship with A.G. Edwards in 2002. Shortly after graduating from the University of Dayton, Dean began his career with Fidelity Investments in Cincinnati. He spent nearly five years at Fidelity in various roles in both Cincinnati and Indianapolis including client service, trading, and investments. Dean then transitioned to Charles Schwab as Vice President-Financial Consultant. During his tenure at Schwab, Dean served as lead relationship manager for a select client group providing financial planning, investment guidance, and client service.
Dean felt compelled to transition to an independent, fiduciary level registered investment advisor after nearly 10 years on the brokerage side. He switched over to the independent side in 2012 and has been with Windsor Wealth Management since 2014.
Dean continues the Windsor tradition of community leadership in his home town of Indianapolis. Currently, he is on the Board of Directors of the Riley Cheer Guild and the Nora Alliance. Dean is the President of the Riley Cheer Guild and serves as Treasurer of the Nora Alliance. He also is the Secretary and a member of the Saint Luke Catholic Church Finance Council.
The Indianapolis Business Journal named Dean as part of the 2017 "40 under 40" class. He lives in Indianapolis with his wife Melissa and sons Austin and Evan.