Dean is the founder and CEO of Brookstone Capital Management, LLC. (BCM). BCM is an advisory firm with over $8 billion in assets under management and clients in all 50 states. As an independent firm, BCM is able to utilize a vast array of investment options and vehicles to create robust portfolios that span varying levels of risk. As a result, Brookstone was recently ranked the number one fastest-growing RIA firm for the last decade, according to Financial Advisor Magazine (fa-mag.com).
Dean is also the founder and CEO of Prizm Financial Advisors, Inc., a private wealth management practice dedicated to helping its clients achieve every one of their lifetime financial goals. Dean commits to offering a one-source solution for managing, growing, and preserving his client’s wealth.
Dean graduated from Northwestern University with a Bachelor of Arts degree in Economics. As an Omicron Delta Epsilon Economics Honor Society member, he completed the Business Institute and Undergraduate Leadership programs. In addition, Dean received a Juris Doctor degree from Northwestern University School of Law. He received his Masters’s degree in Taxation (LLM) from Chicago-Kent College of Law. Dean is a Certified Financial Planner (CFP) and holds the Illinois insurance license for life, health, and long-term care.
A lifelong resident of the Chicago area, Dean, was born and raised in the northwest side of Chicago and currently resides in Hinsdale with his wife, Michele, daughter, Marissa, and son, Anthony.
Achievements and Recognitions Member of the Million Dollar Round Table (MDRT), as well as the prestigious Top of the Table* He has appeared on CNBC, Fox Business Channel, Bloomberg TV, the Street.com and WGN as a financial expert and has been published and featured in numerous financial publications
*The Million Dollar Round Table is a trade association to help insurance brokers and financial advisors establish best business practices and develop ethical and effective ways to increase client interest in financial products, specifically risk based products like life insurance, disability and long term care. Annual qualification requirements include demonstrating a set annual production requirement and agreeing to a code of ethics, but is not based on client experience or performance. For more information regarding the Million Dollar Round Table eligibility, please see https://www.mdrt.org/membership/requirements/. Membership in no way constitutes an endorsement from Million Dollar Round table or any
Investment advisory services offered through The Retirement Income Group LLC, a California Registered Investment Advisor and Brookstone Wealth Advisors, LLC (BWA), an SEC Registered Investment Advisor and an affiliate of Brookstone Capital Management, LLC. BWA and The Retirement Income Group are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
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