Dean joined Robert W. Baird & Co. as a Client Assistant in 2018, working out of the Akron office. Since then, he has elevated to the roles of Client Specialist, Senior Client Specialist, Associate Financial Advisor (AFA) and Financial Advisor. In his role as a Financial Advisor, Dean works directly with clients to offer sophisticated financial solutions to individuals and families, guides client decision making as they deploy assets among a variety of financial instruments, and spearheads the Team’s Advanced Planning efforts. His professional licenses include FINRA SIE, Series 7, Series 66 and Accident & Health, Life and Variable insurance.
Dean is a graduate of Kent State University with a Bachelor of Business Administration degree in Finance. He is a resident of Wadsworth, OH with his wife Cassedy, dogs Margot & Kelso, and cats Calvin & Hobbes. He enjoys spending time with family, traveling to new places, playing golf, and rooting for the Cleveland Browns/Cavs/Guardians.