Our team

Team member
Danny Dean
CLU®, FIC
Wealth Advisor
States Licensed: AZ, CA Insurance Lic. #0G56323, CO, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, MT, NC, NM, NV, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY

About Danny Dean

States Licensed: AZ, CA Insurance Lic. #0G56323, CO, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, MT, NC, NM, NV, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY
Team member
Bradley Dean
Financial Advisor
States Licensed: AZ, CA Insurance Lic. #4385760, CO, FL, GA, IA, IL, IN, MD, MI, MN, MO, MT, NC, NM, NV, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY

About Bradley Dean

States Licensed: AZ, CA Insurance Lic. #4385760, CO, FL, GA, IA, IL, IN, MD, MI, MN, MO, MT, NC, NM, NV, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY
Team member
Hal Leonard
MBA, CFP®, FIC, RICP®, CLTC®
Associate
States Licensed: TX

About Hal Leonard

States Licensed: TX
Team member
Ruth Medina
Associate
States Licensed: AK, AL, AR Insurance Lic. #19396520, AZ, CA Insurance Lic. #4488926, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

About Ruth Medina

States Licensed: AK, AL, AR Insurance Lic. #19396520, AZ, CA Insurance Lic. #4488926, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Team member
Clarice Schmidt
Associate
States Licensed: CA Insurance Lic. #4157330, TX

About Clarice Schmidt