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 6 Years in a Row
Selected by Northern Virginia Magazine in 2023, 2022, 2021, 2020, 2019, and 2018
Pretty much everything in Dean’s life revolves around his family and friends. Dean married his high school sweetheart, Sheila, and they have three accomplished daughters that he is immensely proud of. For fun, Dean enjoys the serenity of fly fishing and the thrill of crushing the “cyber competition” on his Peloton bike. Of course, scoring better than Dave on the golf course always makes his day!
When Dean graduated from Seton Hall University with an accounting degree, there was a lot of excitement around the bull market at that time. It was very intriguing to him, and he wanted to be a part of it. A large Wall Street firm advised Dean to first gain sales experience if he wanted to truly thrive in the industry. So, Dean began a successful sales management career at a large pharmaceutical company before pivoting to the financial services industry.
Working at a Wall Street firm opened Dean’s eyes to see that clients don’t value and need sales experience, they value competence and independent advice…That’s why he went on to become a CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor, and to co-found Monument Wealth Management.
Being a Financial Advisor should never be about selling; it’s about always acting in the best interest of your client. Being a true fiduciary is predicated on understanding “What’s the Money For” rather than selling the investment of the day. This is a core principle of Monument Wealth Management.
Monument’s culture is a great inspiration for Dean, as he finds it fun to be part of a Team that is innovative and collaborative. That being said, Dean enjoys interacting with our clients, providing them not just good advice, but clarity and peace of mind. Learning what our clients are passionate about, why they want to invest and helping them navigate the financial world are some reasons why Dean believes in our work. As Dean says, “To put it simply, we are a Team of extraordinary people that provide great advice and solve problems…and I love that.”
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.
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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.
