Beth J. Verdoorn, Cpa, Cfp® Email & Phone Number

As an executive vice president and director of Financial Planning and Tax Services at Dean, I create and implement personalized wealth and investment strategies for our firm’s high net worth clients. My focus is to help them achieve their long-term goals and become good stewards of their wealth. I also oversee Dean’s tax department, which prepares federal and state returns for many of our wealth management clients, some of whom are business owners.During my 25-year tenure at Dean, I’ve had the privilege to work with clients over the years and watch how our firm has helped them successfully achieve their long-term goals.Outside of work, I’m an active volunteer in my children’s school.

Listed skills include Wealth Management, Personal Tax Planning, Retirement Planning, Personal Financial Planning, and 18 others.