Managing Director, Investments
Certified Retirement Plan Specialist
B.S. (Business), Louisiana State University
Dean has over 30 years experience providing investment management and financial planning services. He joined Argent in 1996, and is a Chartered Financial Analyst and Certified Retirement Plan Specialist. He also holds a Louisiana Health, Life and Accident Insurance License.
Dean believes the first step in Financial Planning is to establish a Retirement Planning Model that takes you from today to a secure retirement. This is a written, goals oriented plan which factors in assets, savings, expenses and retirement lifestyle.
Once established, Dean uses several investment models based on a client’s needs. Argent’s MAP models and Retirement Builder Series along with customized individual portfolios are the primary vehicles used in this process.
Dean completes the financial plan by reviewing things that could derail a Retirement Planning model. College expenses, life insurance, disability and long-term care are examples that need to be considered.
Once established an annual review is offered. Call it a “Financial Check-up”!
Let Dean’s experience work for you by establishing YOUR retirement model.