Thomas Joseph Healey

If you’ve spent the last 3 or 4 decades working hard, raising kids and grandkids, saving for the future, and paying your taxes on time, only to wake up now and wonder whether it’s going to be enough, you’re in the right place. At Earls Financial, we’ve made it our life’s work to help you enjoy and preserve the payoff from your life’s work. When we add a client, we’re looking for long-term relationships with folks who will really benefit from what we do. We don’t want a bad fit for you or for us. If you’re a retiree, pre-retiree, or business owner and a few of the following apply, we’ll have a good starting point: - You’re a kind person - You’re within 10 years of retirement (before or after) - Your decisions are starting to become more consequential (e.g. your assets/income are growing) and you know you need help - When thinking about financial topics, you find yourself wanting someone to “handle that for you” - You invest in yourself and/or in your business - You’re a golfer - You’re health conscious (you want more energy and vitality through lifestyle choices) - You’re a life-long learner/working on being a better human - You’re a traveler - You’re a dog person If some of these apply to you, we may be a good fit to work together. If not, you may be better served by another firm. We’re looking for people we’ll enjoy being around — there’s no need for either of us to waste time/not enjoy each other. Go to earls financial.com to learn more.

Joe Wylie is a financial advisor with Dean Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Trinity Portfolio Advisors, LLC since 2009. In addition to his advisory role, Joe is a CPA involved in tax return preparation, review, research, and planning. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, retirement accounts, trusts, and other entities. The firm employs a mix of discretionary management and periodic consultation, using strategic asset allocation combined with tactical, trend-weighting overlays and multiple analysis methods including technical and fundamental approaches.

Benjamin Dean is a CFP® with 23 years of industry experience, currently affiliated with Dean Wealth Management, LLC. He has worked at Swords Wealth Management LLC since 2014. In addition to his advisory role, Dean is an independent insurance agent operating as a sole proprietor. Dean Wealth Management serves individual family households, retirement and pension plans, trusts, and estates, managing approximately $51.1 million in assets across about 102 client households. The firm employs a combination of strategic asset allocation and tactical investment programs, utilizing both discretionary and non-discretionary management approaches.

David Breedlove is a ChFC® credentialed advisor at Dean Wealth Management, LLC with 55 years of industry experience. He has worked at Swords Wealth Management and Concorde Asset Management, and has operated Breedlove Insurance & Financial Services since 1969. Outside of his advisory role, he is involved as a managing member and general partner in several private business entities. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual households, including both high-net-worth and non-HNW clients, as well as retirement accounts, trusts, and other entities. The firm uses a combination of strategic asset allocation and tactical, trend-weighting overlays, employing multiple analysis methods and in-house programs that may include leveraged or inverse ETFs and trend-based equity exposure adjustments.

Mark Perry is a financial advisor at Safe Future Wealth Partners LLC with two years of experience in the industry. He holds a Series 65 designation and has prior work experience at Willis Knighton Health System and Trustlaw Associates, where he has been involved in trust, estate planning, and elderlaw for over two decades. Outside of advising, he is engaged in ranching and other non-securities-related business ventures. Safe Future Wealth Partners serves individual clients by providing ongoing portfolio management and financial planning, often referring clients to third-party advisers for discretionary management. The firm uses investment policy statements and relies on recommended outside managers to implement and monitor client portfolios.

Lauren Jason is a financial advisor with Dominion Portfolio Management, Inc. holding a Series 66 license and 13 years of industry experience. She has worked at several related firms, including Calton & Associates and Dominion Investor Services. Outside of her advisory role, Jason is a CPA and is involved in accounting, tax preparation, and real estate services, as well as serving on the board of a local youth sports organization. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, offering discretionary and non-discretionary management focused on individual securities, ETFs, and mutual funds. The firm uses a range of analytical techniques and tailors investment advice to client goals, operating as a fiduciary for retirement rollovers while allowing for investment restrictions and household account aggregation.