Dean has been integral to the leadership and strategic direction of Katapult Wealth Partners since its inception in 2021, having previously worked alongside David at GPP Wealth Management since November 2015 as a Financial Advisor.
Prior to this, he was a Senior Associate in the New York Deals practice at PwC, where he worked on both capital market and accounting advisory projects within the asset management, pharmaceutical, and industrial sectors. He originally joined PwC in 2012 in the Financial Services Assurance Practice in Dallas and spent the majority of his time servicing various hedge fund, private equity, and venture capital clients in the North Texas market.
In 2021, Dean was appointed as a member of the Avantax Advisor Council. The Advisor Council, comprised of 15 financial advisors, ensures that all Avantax firms’ voices are represented and heard by Avantax leadership, and provides feedback and perspective to Avantax executive leadership on issues of particular importance to Financial Professionals, through an organized forum. It represents and lobbies for more than 3,750 independent financial professionals.
Outside of work, Dean enjoys cycling, cooking, and traveling.
Designations
Certified Public Accountant (State of Texas)
Personal Financial Specialist (PFS™)
Licenses
FINRA Series 7
FINRA Series 66
Texas General Lines Agent (Life, Accident, Health, & HMO)
Education
Indiana University Bloomington; Kelley School of Business: Bachelor of Science in Finance and Accounting