Chelsea Toews
Chelsea Toews
Investment Associate
Brooke Dean
Brooke Dean, CFP®, RRC®, TEP, CIM®
Senior Financial Planner Senior Wealth Manager
Meagan
Meagan Freer
Administrative Assistant

A Drama-Free Financial Approach


Life often presents challenges that can introduce stress and uncertainty. Throughout the years, we have successfully guided our clients through such trials, providing purpose and confidence as they strive towards their financial objectives. I am dedicated to extending the same assistance to you.

Our comprehensive suite of personalized financial services is designed to offer you unparalleled support and guidance. By leveraging our expertise, you can navigate the path to your financial goals with a sense of purpose, all while minimizing unnecessary drama. Let us make a positive difference in your financial journey.


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Client Testimonals

We feel so fortunate to have Brooke’s expert assistance with our financial future. Managing the complexities of investing is not where our skills are, and so trust is paramount for us. We know Brooke has the knowledge and skills, but it’s her rational and evidence-informed approach to investing coupled with her authentic and informative communication style that sets her apart. She helps us understand and become comfortable with the process, and so as our family grows we know our finances are in good hands.

Todd L. & Laura M.

Brooke has helped with my family’s financial and estate planning needs for several years. She is reliable, organized, professional and knowledgeable about her services and products. She has always taken the time to listen to us and make sure she has fully understood our wants and needs. She then set out to design a custom plan to fit us perfectly. Whenever I require assistance or advice, Brooke is prompt to respond and makes time to meet with us in person if required. It's this friendly caring personality Brooke has, that puts our minds at peace so we don’t need to worry about our finances because she has it handled.

Lisa & Brady S.

As we have worked with Brooke, we have confidence in her ability to advise us in a positive way on our financial matters. She has worked at securing and growing our financial portfolio in regards to our upcoming retirement future. Brooke is very personable and well informed on what is currently happening in the markets and economy. She has advised us well. We have a very comfortable relationship with Brooke and have gained a long term friendship with her.

Patrick & Valorie D.

Why do you choose to work with Brooke?
We like to work with Brooke because she is very pleasant and we trust her with our future financial goals.

What would you say the biggest benefit in working with her is?
Brooke is approachable and not only does she get back to us in a timely manner, but always has a comprehensive answer to put us at ease.

Would you recommend working with Brooke?
Yes, for sure...without hesitation. She has our back and the business know-how to expertly advise in making wise decisions.

Andy & Jeanine W.

Services we offer

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

News & resources

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Making sense of competing priorities.
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Watch our latest Client Insights webinar.
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These important tax and financial planning moves can help prepare you for the upcoming tax season and better align your finances with your short- and long-term goals.
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Build a legacy by supporting what matters.
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Life Events, Lifestyle & Technology
It’s a privilege to be able to support the causes and communities that matter most to you.
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Giving back is one of life’s most rewarding experiences, and it’s even more meaningful when shared with family.
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Price is what you pay. Value is what you get.
Warren Buffett

A certification of skill – a commitment to serve