One Retirement Source

About

One Retirement Source provides retirement plan advisory services for small business owners & plan sponsors so they can focus on running their business.

Story

Dean is dedicated to helping small business owners and plan sponsors in New England run their company sponsored retirement plan.

Unlike other firms that focus on wealth management, Dean is solely focused on the employer sponsored retirement plan. His 3-Core Service Model of plan design consulting, fiduciary analysis / investment due diligence & employee education all coming from one source is what differentiates himself from his competitors, thus the name, One Retirement Source.

Retirement plan knowledge and great communication skills are just some of the attributes that have been commended by his clients over the past 14 years.

Dean began his career as a financial advisor for KC Capital Management assisting small business owners & plan sponsors with their company retirement plan. Recently he worked at the Principal Financial Group educating individual plan participants on the benefits of their retirement plan. Having worked on both the financial advisor side and plan provider side is how he accumulated his vast knowledge of the retirement plan industry.

Dean recently achieved the fi360® Accredited Investment Fiduciary (AIF®) designation, which certifies a designee’s specialized knowledge of fiduciary standards of care and their application to the investment management process.

Dean is a Westfield State University graduate who resides in the Merrimack Valley area with his amazing wife Tonya and their two kids. Away from the office Dean loves coaching youth sports, golfing and spending time with his family.

Impressum

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

Federal and state insurance and securities rules and regulations prohibit registered representative(s) and/or investment adviser representative(s) from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction.

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in CT,MA,ME,NH,RI,VT.
We are registered to sell Securities in CT,MA,ME,NH,RI,VT.