Joe Wylie is a financial advisor at Dean Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Trinity Portfolio Advisors, Mass Mutual Investors Services, Gollob, Morgan & Peddy Financial Consultants, and Sunamerica Securities. In addition to his advisory work, Joe is a CPA who prepares and reviews tax returns and conducts tax research and planning. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual family households, retirement and pension plans, trusts, and estates. The firm combines strategic asset allocation with tactical programs and employs a mix of discretionary and non-discretionary management 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.