Meet Dean Bennion

Dean S. Bennion CFP®

Managing Partner and Co-Founder

When Dean was 12 years old, his father loaded up the family station wagon and took him on a cross country trip that included visits to the Commodities Futures Markets in Chicago and the New York Stock Exchange. From the moment he first saw the “organized chaos” of the trading pits Dean has been an avid student of markets and how they work.

Now Dean has over 30 years of experience as a financial advisor. He works with successful professionals, business owners, executives, retirees, and their families to provide investment advice and personalized portfolio management services. He enjoys learning about people and helping them pursue their most important goals.

Dean is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Bachelor of Arts (B.A.) Degree with a Finance concentration from the University of Washington, along with a Master of International Management, degree from the Thunderbird School of Global Management now part of Arizona State University. He loves the outdoors, exploring new places, trying new things, raising longhorn cattle, and spending time with his wife Lesli, their children and grandchildren.

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