Your Journey - Guided

Our mission is to help you achieve the goals and experiences most meaningful to you. We believe having a trusted financial professional inspires confidence through compassionate and candid advice needed to help build, preserve, and live your legacy.

Dean's retail clients

We are fee based, advisory group within RBC Wealth Management USA.  Our client base is primarily accredited or qualified investors.  As such, we have the ability to offer equity and debt solutions away from pubically traded markets.  The cornerstone to our practice lies within wealth planning which in turn sets up retirement income solutions and distributions when the appropriate time comes.  Formal planning, through a sophisticated software solution, provides the guidance and insight which allows us an unfettered look into building and maintaining an investment portfolio crafted to each client's individual need. Each client investment portfolio is unique unto itself.

Our process

Throughout the last 6 decades in servicing our clients, we have refined a specific process that will hopefully provide you with the peace of mind you seek and the actionable steps to help build, protect, and share your wealth with the people and organizations most meaningful to you. For more information on the Legacy Group process, please reach out for a complimentary conversation.

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As holidays approach, people look forward to spending quality time with loved ones. Don’t forget to plan to spend some time talking about family finances. Reach out directly to me for help navigating though these difficult but crucial conversations.

Faced with a health issue and need a second opinion or extra support? RBC Echelon partner PinnacleCare may be a great solution. Message me to learn more and for potential fee discounts.

Did you know long-term care planning doesn’t need to be an afterthought or a worst-case scenario? Talking about it with your family earlier can reduce stress and maximize your quality of life now.

Latest Insights

woman with iPad and credit card

Keep your holiday shopping merry by warding off fraudsters

With so many transactions taking place, the holiday season is prime time for criminals.

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Washington, D.C.

U.S. presidential election: Back to the future

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

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Foo dog and Shanghai Harbor

The end of China’s challenging chapter?

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

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Pleased to serve you in multiple locations

With Dean and his support team, we are proud to be a team serving clients out of multiple offices. We invite you to contact us to set up a meeting in one of our convenient locations:

Stillwater, MN

350 N. Main St., Suite 106
Stillwater, MN 55082
651-430-5500

Scottsdale, AZ

6710 N. Scottsdale Rd., Suite 150
Scottsdale, AZ 85253
480-609-8609

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Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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