Investment Advisor Representative
There’s a chance that some of you will know Dean because he grew up in Ashwaubenon then moved to West De Pere where he graduated from high school. Dean is a college graduate of UW Madison and lives in New London with his wife, Kathy, and two sons Tyler and Luke. Dean’s strong financial and investment background lends itself to constructing managed investment portfolios for our clients.
Dean is the other co-owner of Secure Retirement Solutions, along with Kevin Klug. Staying true to our vision – Client-focused, personalized solutions designed to meet pre-retirement and retirement financial goals, the investment process is no different. Understanding no two investors are alike, advice and recommendations are tailored to your own investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. In the end, each investment solution will be designed based on your long-term goals of preserving principal, maximizing income or/and accumulating wealth.