DEAN DORTON WEALTH MANAGEMENT - Key Persons
Job Titles:
- Advisor
- ABV
- SENIOR WEALTH ADVISOR
David has more than 30 years of experience in providing tax, business valuation, and other consulting services to individuals and businesses. He is a CPA, accredited in business valuation, and has provided a variety of financial planning services over the years, helping clients solve their problems and achieve their goals.
Job Titles:
- Advisor
- SENIOR WEALTH ADVISOR
David also has over 30 years of experience in providing clients with a variety of financial consulting and strategic planning services. He has worked with individuals, and entities and organizations of all sizes to help them navigate challenges, identify strategic opportunities, and formulate plans to accomplish their objectives.
Matt has more than five years of experience providing a variety of tax, investment, and financial planning services to individuals and businesses. He provides tax compliance, planning, and advising services for individuals and businesses, as well as providing financial planning services to clients.