Dean joined Bison Wealth via Lakeview Capital Partners in 2019 as a Wealth Advisor after owning and operating St Marie Financial Advisors in Brevard, NC. St Marie Financial Advisor was a Financial Planning and Wealth Advisory firm Dean began in 2011. After graduating from Barry University in Miami and working for IBM in Boca Raton, FL, Dean moved to Birmingham, AL and worked with Welch Financial Advisors, specializing in wealth advisory for high net worth clients.
He moved to Brevard in Western North Carolina in 1992 and worked for Carolina Financial Group (CFG), a boutique Investment Bank, specializing in Venture and Debt financing for middle market companies.
He began his Investment Advisory career while with CFG to help friends and family with unique financial needs. After joining Edward Jones in 2008, Dean returned to his own firm in 2011 because it offered his clients options that Edward Jones did not offer at the time.
Dean earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2004 and also earned the Certified Exit Planner Advisor (CEPA) designation in 2019.
Dean is on the board of SAFE, a woman’s shelter in Transylvania County and the Friends of the Ecusta Trail, a rail/trail formation board. He is the past president of the Brevard/Transylvania Chamber of Commerce as well as the recipient of the Business Person of the Year 2015 and the Ester Wesley Award in 2019.
He enjoys his 3 boys and 2 grandchildren and as much travel as possible, while doing Crossfit and trying to outsmart trout on NC rivers.
Quote to live by: Reputation is what men and women think of us; character is what God and angels know of us.