Senior Client Service Associate, Investments and Retirement Plan Consulting
Executive Vice President, Director of Financial Planning and Tax Services
As a Dayton, OH-based wealth management firm, we work with clients to seamlessly orchestrate the complexities of their financial world in a highly personalized manner so that they can confidently live the life they envision today and in the future.We serve an array of clients, including• Doctors and dentists• High-income professionals• Entrepreneurs and small business owners• High-net-worth and ultra-high net worth individuals and familiesAs a Dean client, you can expect • A highly consultative relationship that entails understanding the financial intersection of your personal and professional life• Access to deep expertise across an array of disciplines• Integrated solutions that include wealth planning, investment management, and business services To learn more about the ways we can help you live the life you envision, visit www.chdean.com or call us at 800-327-3656 or 937-222-DEAN (3326).