Our Team
Meet Scott Dean, MBA

Scott Dean, MBA
CEO & Chief Portfolio Strategist
Edmond, OK
(405) 504-3633
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.
Raised on a family farm lost in the 1980s financial crisis, Scott understands firsthand the challenges of preserving wealth for future generations. Now a Wealth Advisor, he combines technical expertise with advocacy and education to help clients pursue their goals through long-term holistic planning.
A community leader, Scott has served on the boards and leadership committees of his neighborhood association, area chambers of commerce, and state industry associations. These volunteer roles reflect his dedication to improving financial literacy and empowering Americans to work toward leaving prosperous legacies for their families.
Balancing financial analysis with what matters most to his clients, Scott guides clients in making the most of inheritance, investments, insurance, and tax strategies — accounting for the hopes and values at the heart of a meaningful life well-planned.
After a quarter century of empowering fellow Americans' financial health, Scott remains as devoted as ever to work toward growing and preserving clients' hard-earned assets while enriching his community.
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