Dean specializes in integrated tax and wealth planning for high-net-worth individuals and families. He helps clients navigate year-over-year income tax dilemmas alongside lifetime wealth transfer tax decisions. As part of his role, he has extensive experience working with corporate executives, small business owners, and trust creators and beneficiaries

Dean began his career at Silvercrest Asset Management Group where he became a Vice President within the Family Office Group. Prior to joining WealthCrossing in 2018, Dean also managed the tax practices for both a regional RIA firm and regional CPA firm. Dean was drawn to WealthCrossing because of its team-oriented client service model and integrated approach to personalized wealth management

Dean holds a B.S. in Business Administration & Accounting from Washington & Lee University and an M.S. in Accounting from the University of Virginia. He is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER® professional, and a member of the Estate Planning Council of Richmond.

Away from work, Dean and his wife can be found running around town with their three children. He also enjoys staying active within the community and playing golf and racquet sports.