Max Dean is a financial advisor with Dean Wealth Partners, LLC in Austin, TX, holding a Series 63 license and bringing 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 13 years and has been with Dean Wealth Partners and Purshe Kaplan Sterling Investments since 2018. Dean also works as an insurance agent on a limited basis. Dean Wealth Partners serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering comprehensive portfolio management and financial planning services. The firm uses proprietary asset allocation models that integrate quantitative, fundamental, technical, and Modern Portfolio Theory methods to tailor and monitor discretionary accounts.

Bradley Reddin is a financial advisor at Dean Wealth Partners, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Ernst & Young. His background also includes roles outside finance, such as involvement with the American Red Cross Central Texas Chapter and St. Francis School. Dean Wealth Partners provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm employs proprietary asset-allocation models and a blend of quantitative, fundamental, and technical analysis to manage portfolios, offering services that include fixed-income management, options and margin transactions, and integrated planning for retirement, estate, education, and tax matters.