Highlights
Certified Financial Planner
Awarded designation of CERTIFIED FINANCIAL PLANNER™ by the Certified Financial Planner Board of Standards, Inc (CFP®)
Chartered Retirement Planning Counselor
Awarded designation of Chartered Retirement Planning Counselor® by the College for Financial Planning
Certified Private Wealth Advisor®
Earned Certified Private Wealth Advisor® designation from the Investment Management Consultants Association (CPWA®)
Features in the Press
Interviewed by and published in numerous publications including: Kiplingers Personal Finance, Washington Post, Private Wealth magazine, Financial Planning magazine, Grow by CNBC and Acorns, and more
Voted Top Wealth Managers in Northern Virginia
Dean is President, COO, and co-founder of Monument Wealth Management. Over more than three decades in financial services, he’s built his career — and the firm — around a simple idea: wealth should create options, not more complexity. Clients don’t need someone to sell them the investment of the day, they need a strategic thinking partner who helps them bring the whole picture into focus and move toward a more option-rich life. One where they can put more of their priorities first.
Dean’s path to wealth management wasn’t a straight line. After earning his accounting degree at Seton Hall University — where he started for four years on the football team, leading the squad in rushing and receiving in multiple seasons — he was drawn to the energy of the markets during a strong bull run. A mentor at a large Wall Street firm suggested he earn his stripes in sales first, so Dean spent several years in sales management at a large pharmaceutical company before making the leap into financial services.
That detour turned out to be the best education he’s received. It taught him that clients don’t want to be sold. They want an advisor they can trust to help them see around corners, no matter how complex life gets. That conviction is what led him to become a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Private Wealth Advisor® (CPWA®), and ultimately to co-found Monument Wealth Management.
Dean genuinely loves what he does — collaborating with an innovative and driven team, helping clients cut through the moving parts of their financial lives to find real clarity. Learning what clients are passionate about, why they invest, and guiding them through the financial world are what keeps him energized. “Many clients come to us with competing priorities that have gotten tangled together,” Dean says. “Our job isn’t just to untangle them, but to show you your best options, so you can make decisions with the utmost confidence.”
Outside the office, pretty much everything in Dean’s life revolves around his family. He married his high school sweetheart, Sheila, and together they’re incredibly proud of their three grown daughters. When he’s not working, you’ll likely find him fly fishing or out on the golf course — where four decades later, he still plays to win.
IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Monument Capital Management, LLC (“Monument”)), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Monument. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if Monument is engaged, or continues to be engaged, to provide investment advisory services. Monument is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice.
A copy of Monument’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at monumentwealthmanagement.com/disclosures. Please Note: Monument does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Monument’s website or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your Monument account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Monument accounts; and, (3) a description of each comparative benchmark/index is available upon request.
Please Remember: If you are a Monument client, please contact Monument, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.
