Meet the Team

Scott Dean, MBA

CEO & Chief Portfolio Strategist

With over two decades of commitment to clients and community, Scott brings deep personal insight and comprehensive financial solutions to the families and businesses he serves.

Courtney Dean

Director of Client Services

Courtney brings a wealth of entrepreneurial experience, having founded and operated a multi-million dollar marketing and magazine company for over 10 years.

Julie Mahanay

Director of Operations & Chief Compliance Officer

Julie has worked in operational, compliance and client service roles in the investment advisory business since 2007, bringing extensive expertise across all facets of the industry.

Anthony "Tony" Gasaway, Esq.

Director of Tax & Legal Planning

A former IRS Chief Counsel attorney with decades of tax litigation experience, Tony has litigated before the U.S. Supreme Court and brings unparalleled tax and legal planning expertise.

Coley Scarlett

Operations & Marketing Specialist