Broker Check
Steven A. Dean

Steven A. Dean

Financial Planner

Helping people prepare for financial freedom is one of the reasons I became a financial advisor. My goal is to assist my clients in working towards financial independence and then managing their resources after retirement. I do this by focusing on building wealth through strategies designed with the goal of reducing taxes and reflecting my clients’ outlook and aspirations.

I believe the first step when meeting with my clients is to listen to them. I listen to their questions, needs, goals and the level of comfort with their investments. My years of experience give me the ability to help my clients develop the financial strategies they will need to help them work towards their financial goals and objectives. Once we have identified and implemented a strategy, I then meet with them on a regular basis to review their financial situation.

As an active participant in my community, I serve as a Board Member for Madison Electric Works.  My wife, Gloria, and I have two children.