Whether transitioning to retirement, selling a business or looking for help to better understand a financial situation, Dean and his team of financial planners can provide the confidence needed to make well thought out and informed decisions. While appropriate investment management and wealth planning are the foundations of any strong financial plan, it is the individual nature of his process that resonates with clients and leads towards success and lifelong relationships. From individuals to nonprofits and foundations, Dean has extensive experience to assist.
Prior to joining our firm in 2004, he served as President and CEO of Rutherford, Brown & Catherwood, LLC and Chief Financial Officer of Walnut Asset Management, LLC.
Dean and his wife, Maria, are the parents of two grown children. In his free time, he enjoys traveling, skiing, and playing golf.
Professional Credentials
Certified Financial Planner, CFP®
Certified Public Accountant, CPA
Education
Pennsylvania State University, BS, Accounting
Temple University, MBA
Community Leadership
Ambler Theater, Board Member
BLBB Charitable, Board of Trustees
LaSalle College High School Alumni Committee, Member
Montgomery County Estate Planning Council of PA, Board Secretary and Treasurer
Pennypack Ecological Restoration Trust, Finance Committee
