Dean is a Principal at HBKS Wealth Advisors and a Senior Financial Advisor. He works closely with families helping them plan for their long-term financial objectives, manage their financial assets effectively and preserve their wealth for future generations. Dean also leads the HBKS Wealth Advisors’ Retirement Plan Unit working with most of the firm’s corporate and institutional clients sponsoring qualified retirement plans.
During his tenure at HBKS Wealth Advisors, Dean has served as the firm’s Chief Operating Officer as well as HBKS Wealth Advisors’ Chief Compliance Officer. In 2010, Dean named as one of the Top 300 most influential retirement plan advisors in the U.S. by the 401(k) Wire.
Personally, Dean, his wife Monica and their son Dominick are fortunate to be able to live and work in two communities, Fort Myers, Florida and their home town of Erie, Pennsylvania. In their spare time, the family enjoys spending time outdoors and exploring all that both communities have to offer.
Education
- BS Degree in Finance and Economics, Slippery Rock University of Pennsylvania
- CERTIFIED FINANCIAL PLANNER™ Certification
- CHARTERED RETIREMENT PLANS SPECIALIST Certification
- Accredited Investment Fiduciary Analyst™ Certification
- Life and Health Insurance Licenses
Professional/Civic Associations
- Member, The Financial Planning Association of Southwest Florida
- Board Member, The Greater Fort Myers Chamber of Commerce
- Member, The Greater Fort Myers Chamber of Commerce, Tourism Committee Member
- Chairman, The Greater Fort Myers Chamber of Commerce Professional Networking Group
- Member, Cape Coral Chamber of Commerce
- Member, Cape Coral Construction Industry Association
- Member, Lee County Building Industry Association
- Member, Southwest Florida Regional Technology Partnership
- Steering Committee Member and Co-Founder, Social Media Club of Southwest Florida
Volunteer Activity
- Board Member, Lamb of God Church, Estero, FL
- Member, Greater Fort Myers Chamber of Commerce ABC’s Auction for Education Planning Committee
- Member, Fort Myers Development Council, Lee Memorial Health System Foundation
- Member, Erie Playhouse Advisory Committee
- Volunteer, March of Dimes, Florida Chapter
- Volunteer, Interfaith Caregivers of South Lee, Inc.
