Dean Boschert

Investment Executive

Dean has over 20 years of experience in the financial services industry. Dean holds the following securities registrations: Series 7 General Securites Rep, Series 63 Uniform Securities Agent State Law Exam, and Series 65 Uniform Investment Advisor Law Exam. Dean holds the Chartered Financial Consultant (ChFC) as well as the Chartered Life Underwriter (CLU) designations from the American College.

In addition, Dean specializes in managed account strategies, insurance, and alternative investments.

http://brokercheck.finra.org/

Phone (719) 574-1588
Fax (719) 266-5831