Team
Dean has always believed that your personal financial situation is one of the most significant aspects of an individual's life.
Michael enjoys the sense of accomplishment he gets helping others simplify their financial lives while assisting them in reaching their goals.
Bob specializes in comprehensive financial planning including retirement, estate preservation, risk management, asset allocation and portfolio management.
As a personal financial advisor, my goal is to help clients to simplify their lives by having a firm grasp on their financial affairs. Financial planning helps my clients to identify their goals and set up long range plans to achieve those
Diane has been with EHG for over 20 years. She carries a series 7 securities license and is a Notary Public. Diane assists all of our advisors at EHG in helping our clients reach their financial goals.