Dean's financial and investment experience began in 1993. Prior to joining the Merrill family, Dean worked at a fortune 500 company and held a CPA position with a big four accounting firm (Dean does not provide tax advice in his current role). He graduated from the University of Puget Sound with a degree in Business Administration with an emphasis in Accounting and Marketing. Through his client-oriented focus and wealth management skills, he feels that clients are well positioned to meet their specific long-term investment and retirement goals. Dean was a Founder of the R.L. Woolworth Foundation that benefited children and the fight against cancer. Dean lives in the Lake Oswego area with his wife, Kerrie, and their two children. Dean enjoys local theatre, caddying for his young aspiring golfer and a good burger and beer.
My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children's educations; helping to ensure that your retirement lifestyle their and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family's long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
