Dean Evans, CFP®
Dean has always believed that your personal financial situation is one of the most significant aspects of an individual's life. He became a financial professional in 1991 because he felt that by providing additional value in such a far reaching area would provide a continually rewarding career. After earning his CERTIFIED FINANCIAL PLANNER™ designation in 1998, Dean co-founded EHG Financial Planning Services with Michael Haymond in 1999 and is managing partner.
Dean appreciates the close relationship's he builds with his clients and the ability to share his knowledge and experience in helping to make a positive difference in their lives.. He specializes in personalized financial planning, professionally managed model portfolios, retirement benefits maximization and zero-tax estate planning.
Dean views financial planning through his client's eyes and knows that each client's view is unique to them. He listens to their goals and concerns and provides both short and long term strategy solutions. He then individually implements and monitors those strategies on a continual basis. By building confidence and trust, Dean often creates relationships that extend to additional generations within the same family.
A graduate of Western Illinois University, in Macomb, Illinois, Dean earned a Bachelor’s of Science Degree in Psychology. He graduated from the College of Financial Planning in 1996. He is a member of the Financial Planning Association and the College of Financial Planning and holds the Series 7, 63 and 65 securities licenses. He is a Registered Representative with Cambridge Investment Research. and an Investment Advisor Representative with Cooper Financial Group.
Dean and his family enjoy golf, snow skiing, travel and salt water reef tanks.
Insurance License: CA 0822599